IWA
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IBEX Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-140,988
Closed -$2.04M 108
2019
Q3
$2.04M Buy
140,988
+6,300
+5% +$91.1K 0.68% 66
2019
Q2
$2.06M Buy
134,688
+11,490
+9% +$176K 0.59% 66
2019
Q1
$1.98M Buy
+123,198
New +$1.98M 0.69% 66