Caldwell Trust’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-880
|
|
||||
|
2025
Q1 | $11.3K | Buy |
+880
|
|
||||
|
2023
Q3 | – | Sell |
-136
|
|
||||
|
2023
Q2 | $1.11K | Hold |
136
|
|
||||
|
2023
Q1 | $1.18K | Hold |
136
|
|
||||
|
2022
Q4 | $1.16K | Hold |
136
|
|
||||
|
2022
Q3 | $1.1K | Hold |
136
|
|
||||
|
2022
Q2 | $1.14K | Hold |
136
|
|
||||
|
2022
Q1 | $1.25K | Buy |
+136
|
|