Joel Isaacson & Co’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-200
| Closed | -$3K | – | 809 |
|
|
2016
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 709 |
|
|
2015
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 645 |
|
|
2015
Q3 | $4K | Sell |
200
-1,000
| -83% | -$20K | ﹤0.01% | 652 |
|
|
2015
Q2 | $29K | Hold |
1,200
| – | – | 0.01% | 450 |
|
|
2015
Q1 | $35K | Hold |
1,200
| – | – | 0.01% | 409 |
|
|
2014
Q4 | $43K | Hold |
1,200
| – | – | 0.01% | 346 |
|
|
2014
Q3 | $44K | Hold |
1,200
| – | – | 0.01% | 326 |
|
|
2014
Q2 | $41K | Hold |
1,200
| – | – | 0.01% | 326 |
|
|
2014
Q1 | $37K | Hold |
1,200
| – | – | 0.01% | 336 |
|
|
2013
Q4 | $34K | Hold |
1,200
| – | – | 0.01% | 318 |
|
|
2013
Q3 | $34K | Hold |
1,200
| – | – | 0.01% | 303 |
|
|
2013
Q2 | $31K | Buy |
+1,200
| New | +$31K | 0.01% | 278 |
|