J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,000
| Closed | -$116K | – | 1494 |
|
|
2019
Q2 | $116K | Sell |
10,000
-1,200
| -11% | -$13.9K | ﹤0.01% | 1329 |
|
|
2019
Q1 | $133K | Hold |
11,200
| – | – | ﹤0.01% | 1398 |
|
|
2018
Q4 | $108K | Hold |
11,200
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q3 | $143K | Buy |
+11,200
| New | +$143K | ﹤0.01% | 1508 |
|
|
2016
Q1 | – | Sell |
-23,780
| Closed | -$294K | – | 1312 |
|
|
2015
Q4 | $294K | Buy |
+23,780
| New | +$294K | ﹤0.01% | 872 |
|