WFG Advisors’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 |
-1,233
| Closed | -$44K | – | 2256 |
|
|
2014
Q4 | $44K | Sell |
1,233
-5,992
| -83% | -$214K | 0.01% | 930 |
|
|
2014
Q3 | $264K | Buy |
7,225
+6,921
| +2,277% | +$253K | 0.05% | 387 |
|
|
2014
Q2 | $10K | Buy |
304
+5
| +2% | +$164 | ﹤0.01% | 1497 |
|
|
2014
Q1 | $9K | Buy |
299
+6
| +2% | +$181 | ﹤0.01% | 1497 |
|
|
2013
Q4 | $8K | Buy |
293
+98
| +50% | +$2.68K | ﹤0.01% | 1657 |
|
|
2013
Q3 | $6K | Buy |
195
+3
| +2% | +$92 | ﹤0.01% | 1711 |
|
|
2013
Q2 | $5K | Buy |
+192
| New | +$5K | ﹤0.01% | 1698 |
|