Journey Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
+20,871
| New | +$265K | 0.01% | 485 |
|
|
2023
Q3 | – | Sell |
-12,881
| Closed | -$105K | – | 215 |
|
|
2023
Q2 | $105K | Buy |
12,881
+108
| +0.8% | +$879 | ﹤0.01% | 191 |
|
|
2023
Q1 | $110K | Buy |
12,773
+93
| +0.7% | +$804 | 0.01% | 245 |
|
|
2022
Q4 | $109K | Buy |
12,680
+99
| +0.8% | +$847 | 0.01% | 236 |
|
|
2022
Q3 | $102K | Buy |
12,581
+96
| +0.8% | +$778 | 0.01% | 174 |
|
|
2022
Q2 | $105K | Buy |
12,485
+86
| +0.7% | +$723 | 0.01% | 116 |
|
|
2022
Q1 | $114K | Buy |
12,399
+2,039
| +20% | +$18.7K | 0.01% | 171 |
|
|
2021
Q4 | $81K | Buy |
+10,360
| New | +$81K | 0.01% | 203 |
|