Steward Partners Investment Advisory’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,706
| Closed | -$273K | – | 2828 |
|
|
2018
Q2 | $273K | Buy |
15,706
+500
| +3% | +$8.69K | 0.02% | 581 |
|
|
2018
Q1 | $236K | Buy |
15,206
+112
| +0.7% | +$1.74K | 0.02% | 585 |
|
|
2017
Q4 | $262K | Sell |
15,094
-863
| -5% | -$15K | 0.02% | 473 |
|
|
2017
Q3 | $276K | Buy |
15,957
+132
| +0.8% | +$2.28K | 0.03% | 383 |
|
|
2017
Q2 | $286K | Buy |
15,825
+121
| +0.8% | +$2.19K | 0.03% | 354 |
|
|
2017
Q1 | $306K | Buy |
15,704
+140
| +0.9% | +$2.73K | 0.05% | 267 |
|
|
2016
Q4 | $302K | Buy |
+15,564
| New | +$302K | 0.14% | 138 |
|