Cerity Partners’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 | $288K | Buy |
22,613
+290
| +1% | +$3.69K | ﹤0.01% | 2170 |
|
2025
Q1 | $286K | Buy |
22,323
+881
| +4% | +$11.3K | ﹤0.01% | 2040 |
|
2024
Q4 | $273K | Sell |
21,442
-35,599
| -62% | -$452K | ﹤0.01% | 2084 |
|
2024
Q3 | $627K | Buy |
57,041
+463
| +0.8% | +$5.09K | ﹤0.01% | 1647 |
|
2024
Q2 | $584K | Buy |
56,578
+1,087
| +2% | +$11.2K | ﹤0.01% | 1469 |
|
2024
Q1 | $555K | Buy |
55,491
+1,151
| +2% | +$11.5K | ﹤0.01% | 1549 |
|
2023
Q4 | $477K | Buy |
54,340
+9,321
| +21% | +$81.8K | ﹤0.01% | 1285 |
|
2023
Q3 | $379K | Buy |
+45,019
| New | +$379K | ﹤0.01% | 1067 |
|