AE Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,145
| Closed | -$109K | – | 1618 |
|
2023
Q4 | $109K | Buy |
12,145
+1,873
| +18% | +$16.8K | ﹤0.01% | 1931 |
|
2023
Q3 | $86.4K | Buy |
10,272
+187
| +2% | +$1.57K | ﹤0.01% | 1850 |
|
2023
Q2 | $82.1K | Buy |
+10,085
| New | +$82.1K | ﹤0.01% | 1818 |
|
2023
Q1 | – | Sell |
-11,149
| Closed | -$95.4K | – | 1948 |
|
2022
Q4 | $95.4K | Buy |
+11,149
| New | +$95.4K | ﹤0.01% | 1719 |
|