WFG Advisors’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $8K | Sell |
750
-100
| -12% | -$1.07K | ﹤0.01% | 1206 |
|
|
2017
Q1 | $11K | Hold |
850
| – | – | ﹤0.01% | 1061 |
|
|
2016
Q4 | $10K | Hold |
850
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q3 | $10K | Hold |
850
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q2 | $9K | Sell |
850
-2,900
| -77% | -$30.7K | ﹤0.01% | 1131 |
|
|
2016
Q1 | $31K | Hold |
3,750
| – | – | 0.01% | 791 |
|
|
2015
Q4 | $32K | Hold |
3,750
| – | – | 0.01% | 782 |
|
|
2015
Q3 | $49K | Hold |
3,750
| – | – | 0.02% | 648 |
|
|
2015
Q2 | $79K | Sell |
3,750
-465
| -11% | -$9.8K | 0.02% | 600 |
|
|
2015
Q1 | $104K | Sell |
4,215
-3,475
| -45% | -$85.7K | 0.03% | 525 |
|
|
2014
Q4 | $214K | Buy |
7,690
+660
| +9% | +$18.4K | 0.04% | 413 |
|
|
2014
Q3 | $224K | Hold |
7,030
| – | – | 0.04% | 421 |
|
|
2014
Q2 | $228K | Hold |
7,030
| – | – | 0.04% | 426 |
|
|
2014
Q1 | $192K | Buy |
7,030
+415
| +6% | +$11.3K | 0.04% | 442 |
|
|
2013
Q4 | $181K | Hold |
6,615
| – | – | 0.03% | 551 |
|
|
2013
Q3 | $198K | Sell |
6,615
-350
| -5% | -$10.5K | 0.03% | 487 |
|
|
2013
Q2 | $208K | Buy |
+6,965
| New | +$208K | 0.03% | 449 |
|