Mosaic Family Wealth’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,982
| Closed | -$38K | – | 707 |
|
|
2018
Q2 | $38K | Sell |
3,982
-2,058
| -34% | -$19.6K | 0.01% | 350 |
|
|
2018
Q1 | $52K | Sell |
6,040
-1,000
| -14% | -$8.61K | 0.02% | 301 |
|
|
2017
Q4 | $71K | Hold |
7,040
| – | – | 0.03% | 280 |
|
|
2017
Q3 | $78K | Hold |
7,040
| – | – | 0.03% | 282 |
|
|
2017
Q2 | $78K | Hold |
7,040
| – | – | 0.03% | 268 |
|
|
2017
Q1 | $89K | Sell |
7,040
-500
| -7% | -$6.32K | 0.04% | 267 |
|
|
2016
Q4 | $89K | Sell |
7,540
-500
| -6% | -$5.9K | 0.04% | 269 |
|
|
2016
Q3 | $94K | Sell |
8,040
-1,491
| -16% | -$17.4K | 0.04% | 265 |
|
|
2016
Q2 | $104K | Hold |
9,531
| – | – | 0.05% | 247 |
|
|
2016
Q1 | $77K | Buy |
9,531
+2,000
| +27% | +$16.2K | 0.04% | 282 |
|
|
2015
Q4 | $63K | Buy |
+7,531
| New | +$63K | 0.03% | 279 |
|