Axxcess Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
10,220
-3,000
| -23% | -$38.2K | ﹤0.01% | 860 |
|
|
2025
Q1 | $170K | Sell |
13,220
-20,000
| -60% | -$257K | ﹤0.01% | 818 |
|
|
2024
Q4 | $422K | Sell |
33,220
-4,758
| -13% | -$60.5K | 0.01% | 587 |
|
|
2024
Q3 | $418K | Buy |
37,978
+2,003
| +6% | +$22K | 0.01% | 593 |
|
|
2024
Q2 | $372K | Buy |
35,975
+24
| +0.1% | +$248 | 0.01% | 591 |
|
|
2024
Q1 | $360K | Buy |
35,951
+2,017
| +6% | +$20.2K | 0.01% | 621 |
|
|
2023
Q4 | $298K | Buy |
33,934
+1,517
| +5% | +$13.3K | 0.01% | 646 |
|
|
2023
Q3 | $273K | Buy |
+32,417
| New | +$273K | 0.01% | 625 |
|