Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-900
| Closed | -$12K | – | 243 |
|
|
2019
Q4 | $12K | Sell |
900
-571
| -39% | -$7.61K | 0.01% | 263 |
|
|
2019
Q3 | $21K | Sell |
1,471
-1,000
| -40% | -$14.3K | 0.01% | 276 |
|
|
2019
Q2 | $38K | Hold |
2,471
| – | – | 0.02% | 226 |
|
|
2019
Q1 | $40K | Hold |
2,471
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $34K | Buy |
+2,471
| New | +$34K | 0.02% | 253 |
|