Core Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$841 | – | 278 |
|
|
2023
Q3 | $841 | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2023
Q2 | $814 | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2023
Q1 | $864 | Hold |
100
| – | – | ﹤0.01% | 239 |
|
|
2022
Q4 | $856 | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 210 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 187 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 203 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 183 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 178 |
|
|
2021
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 168 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 171 |
|