AWS
Aris Wealth Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $2.94M | Buy |
126,983
+6,213
| +5% | +$144K | 6.17% | 3 |
|
|
2015
Q2 | $3.71M | Sell |
120,770
-34
| -0% | -$1.04K | 3.4% | 3 |
|
|
2015
Q1 | $4.29M | Buy |
120,804
+5,421
| +5% | +$192K | 4% | 2 |
|
|
2014
Q4 | $4.41M | Buy |
115,383
+6,766
| +6% | +$258K | 4.9% | 2 |
|
|
2014
Q3 | $4.44M | Buy |
108,617
+2,927
| +3% | +$120K | 5.51% | 2 |
|
|
2014
Q2 | $4.17M | Buy |
105,690
+2,932
| +3% | +$116K | 5.44% | 3 |
|
|
2014
Q1 | $3.77M | Buy |
102,758
+2,191
| +2% | +$80.4K | 5.53% | 3 |
|
|
2013
Q4 | $4.01M | Buy |
100,567
+832
| +0.8% | +$33.2K | 6.74% | 3 |
|
|
2013
Q3 | $3.58M | Sell |
99,735
-7,172
| -7% | -$257K | 6.54% | 3 |
|
|
2013
Q2 | $4.16M | Buy |
+106,907
| New | +$4.16M | 8.89% | 2 |
|