EverSource Wealth Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,609
| Closed | -$18.6K | – | 2783 |
|
|
2023
Q3 | $18.6K | Buy |
2,609
+2,557
| +4,917% | +$18.2K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $369 | Hold |
52
| – | – | ﹤0.01% | 2385 |
|
|
2023
Q1 | $399 | Hold |
52
| – | – | ﹤0.01% | 2273 |
|
|
2022
Q4 | $391 | Hold |
52
| – | – | ﹤0.01% | 2231 |
|
|
2022
Q3 | $0 | Buy |
+52
| New | – | ﹤0.01% | 2180 |
|