MSI Financial Services’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
Q4 | $15K | Sell |
785
-823
| -51% | -$15.7K | ﹤0.01% | 2592 |
|
|
2016
Q3 | $30K | Sell |
1,608
-1,464
| -48% | -$27.3K | ﹤0.01% | 2141 |
|
|
2016
Q2 | $60K | Sell |
3,072
-300
| -9% | -$5.86K | ﹤0.01% | 1731 |
|
|
2016
Q1 | $56K | Sell |
3,372
-300
| -8% | -$4.98K | ﹤0.01% | 1678 |
|
|
2015
Q4 | $64K | Buy |
3,672
+2,222
| +153% | +$38.7K | ﹤0.01% | 1568 |
|
|
2015
Q3 | $31K | Buy |
1,450
+95
| +7% | +$2.03K | ﹤0.01% | 1475 |
|
|
2015
Q2 | $32K | Buy |
1,355
+400
| +42% | +$9.45K | ﹤0.01% | 1557 |
|
|
2015
Q1 | $28K | Sell |
955
-100
| -9% | -$2.93K | ﹤0.01% | 1648 |
|
|
2014
Q4 | $38K | Buy |
1,055
+555
| +111% | +$20K | ﹤0.01% | 1206 |
|
|
2014
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 1554 |
|
|
2014
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 1581 |
|
|
2014
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 1578 |
|
|
2013
Q4 | $14K | Buy |
500
+300
| +150% | +$8.4K | ﹤0.01% | 1559 |
|
|
2013
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1681 |
|