Steward Partners Investment Advisory’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 |
-18,850
| Closed | -$178K | – | 2796 |
|
|
2018
Q2 | $178K | Buy |
18,850
+4,608
| +32% | +$43.5K | 0.01% | 682 |
|
|
2018
Q1 | $122K | Sell |
14,242
-395
| -3% | -$3.38K | 0.01% | 727 |
|
|
2017
Q4 | $147K | Sell |
14,637
-2,075
| -12% | -$20.8K | 0.01% | 575 |
|
|
2017
Q3 | $185K | Buy |
16,712
+1,099
| +7% | +$12.2K | 0.02% | 452 |
|
|
2017
Q2 | $173K | Buy |
15,613
+281
| +2% | +$3.11K | 0.02% | 426 |
|
|
2017
Q1 | $193K | Buy |
15,332
+88
| +0.6% | +$1.11K | 0.03% | 330 |
|
|
2016
Q4 | $180K | Buy |
+15,244
| New | +$180K | 0.08% | 193 |
|