Beaird Harris 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
Q3 | – | Sell |
-1,045
| Closed | -$10.8K | – | 649 |
|
2024
Q2 | $10.8K | Buy |
+1,045
| New | +$10.8K | ﹤0.01% | 366 |
|
2023
Q1 | – | Sell |
-1,354
| Closed | -$11.6K | – | 617 |
|
2022
Q4 | $11.6K | Sell |
1,354
-5,387
| -80% | -$46.1K | ﹤0.01% | 308 |
|
2022
Q3 | $55K | Hold |
6,741
| – | – | 0.01% | 157 |
|
2022
Q2 | $56K | Hold |
6,741
| – | – | 0.02% | 128 |
|
2022
Q1 | $62K | Hold |
6,741
| – | – | 0.02% | 173 |
|
2021
Q4 | $53K | Buy |
+6,741
| New | +$53K | 0.02% | 227 |
|