PWM
KED

Perigon Wealth Management’s Kayne Anderson Energy KED Stock Holding History

Perigon Wealth Management’s Portfolio KED Stock Details KED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,818
Closed -$49K – 721
2017
Q4 		$49K Hold
2,818
– – 0.02% 288
2017
Q3 		$49K Buy
+2,818
New +$49K 0.02% 341