Carson Wealth (CWM LLC)’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26
| Closed | – | – | 4622 |
|
|
2023
Q2 | $0 | Sell |
26
-83
| -76% | – | ﹤0.01% | 4541 |
|
|
2023
Q1 | $1K | Sell |
109
-204
| -65% | -$1.87K | ﹤0.01% | 3977 |
|
|
2022
Q4 | $2K | Hold |
313
| – | – | ﹤0.01% | 3654 |
|
|
2022
Q3 | $2K | Buy |
313
+273
| +683% | +$1.74K | ﹤0.01% | 3569 |
|
|
2022
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 4149 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$14K | – | 470 |
|
|
2013
Q4 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 379 |
|