Veritable’s Kayne Anderson Energy KED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,002
| Closed | -$465K | – | 989 |
|
|
2014
Q4 | $465K | Buy |
13,002
+1,500
| +13% | +$53.6K | 0.01% | 615 |
|
|
2014
Q3 | $420K | Hold |
11,502
| – | – | 0.01% | 648 |
|
|
2014
Q2 | $394K | Hold |
11,502
| – | – | 0.01% | 671 |
|
|
2014
Q1 | $356K | Hold |
11,502
| – | – | 0.01% | 673 |
|
|
2013
Q4 | $322K | Hold |
11,502
| – | – | 0.01% | 691 |
|
|
2013
Q3 | $328K | Hold |
11,502
| – | – | 0.01% | 690 |
|
|
2013
Q2 | $295K | Buy |
+11,502
| New | +$295K | 0.01% | 728 |
|