Jeppson Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $943K | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $960K | Sell |
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|
2024
Q3 | $843K | Buy |
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|
2024
Q2 | $782K | Sell |
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|
2024
Q1 | $768K | Sell |
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|
2023
Q4 | $683K | Buy |
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|
2023
Q3 | $640K | Buy |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $689K | Buy |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $557K | Sell |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $159K | Buy |
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