Beverly Hills Private Wealth’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
2025
Q2
$2.49M Buy
195,455
+145
+0.1% +$1.84K 0.47% 57
2025
Q1
$2.51M Sell
195,310
-19,485
-9% -$250K 0.5% 53
2024
Q4
$2.73M Sell
214,795
-3,577
-2% -$45.5K 0.55% 46
2024
Q3
$2.4M Sell
218,372
-11,822
-5% -$130K 0.49% 57
2024
Q2
$2.38M Sell
230,194
-20,150
-8% -$208K 0.52% 48
2024
Q1
$2.51M Buy
250,344
+5,485
+2% +$54.9K 0.58% 47
2023
Q4
$2.15M Sell
244,859
-5,810
-2% -$51K 0.56% 50
2023
Q3
$2.11M Buy
250,669
+6,000
+2% +$50.5K 0.63% 44
2023
Q2
$2.07M Buy
244,669
+40,230
+20% +$341K 0.34% 71
2023
Q1
$1.77M Buy
204,439
+33,265
+19% +$287K 0.55% 54
2022
Q4
$1.47M Buy
+171,174
New +$1.47M 0.64% 51