McKinley Carter Wealth Services’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,295
| Closed | -$201K | – | 104 |
|
|
2014
Q3 | $201K | Hold |
6,295
| – | – | 0.19% | 90 |
|
|
2014
Q2 | $204K | Buy |
+6,295
| New | +$204K | 0.22% | 88 |
|
|
2014
Q1 | – | Sell |
-10,003
| Closed | -$274K | – | 124 |
|
|
2013
Q4 | $274K | Sell |
10,003
-2,774
| -22% | -$76K | 0.27% | 86 |
|
|
2013
Q3 | $382K | Buy |
12,777
+1,698
| +15% | +$50.8K | 0.45% | 49 |
|
|
2013
Q2 | $332K | Buy |
+11,079
| New | +$332K | 0.5% | 43 |
|