Next Financial Group’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$17K | – | 1776 |
|
|
2017
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 1036 |
|
|
2017
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q1 | $19K | Sell |
1,000
-2,965
| -75% | -$56.3K | 0.01% | 1082 |
|
|
2016
Q4 | $77K | Sell |
3,965
-35
| -0.9% | -$680 | 0.01% | 790 |
|
|
2016
Q3 | $76K | Buy |
+4,000
| New | +$76K | 0.01% | 765 |
|
|
2014
Q4 | – | Sell |
-6,350
| Closed | -$232K | – | 2704 |
|
|
2014
Q3 | $232K | Buy |
+6,350
| New | +$232K | 0.05% | 413 |
|