JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $693K | Buy |
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|
2023
Q2 | $660K | Sell |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $639K | Buy |
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|
2022
Q2 | $585K | Sell |
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|
2022
Q1 | $671K | Sell |
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|
2021
Q4 | $634K | Sell |
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|
2021
Q3 | $747K | Buy |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $392K | Sell |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $936K | Sell |
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|
2019
Q3 | $1.22M | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $2.04M | Buy |
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|
2018
Q2 | $1.38M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $330K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $519K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $794K | Hold |
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|
2014
Q4 | $854K | Hold |
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|
2014
Q3 | $914K | Buy |
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