Whittier Trust’s Kayne Anderson Energy KYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,017
| Closed | -$9K | – | 1243 |
|
|
2015
Q4 | $9K | Sell |
1,017
-500
| -33% | -$4.43K | ﹤0.01% | 978 |
|
|
2015
Q3 | $20K | Buy |
1,517
+500
| +49% | +$6.59K | ﹤0.01% | 860 |
|
|
2015
Q2 | $21K | Buy |
+1,017
| New | +$21K | ﹤0.01% | 891 |
|
|
2014
Q1 | – | Sell |
-424
| Closed | -$12K | – | 1105 |
|
|
2013
Q4 | $12K | Hold |
424
| – | – | ﹤0.01% | 878 |
|
|
2013
Q3 | $13K | Hold |
424
| – | – | ﹤0.01% | 866 |
|
|
2013
Q2 | $13K | Buy |
+424
| New | +$13K | ﹤0.01% | 852 |
|