Laird Norton Wetherby Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
+83,672
| New | +$1.06M | 0.05% | 348 |
|
|
2024
Q4 | $880K | Hold |
69,261
| – | – | 0.04% | 363 |
|
|
2024
Q3 | $762K | Hold |
69,261
| – | – | 0.03% | 429 |
|
|
2024
Q2 | $715K | Buy |
69,261
+9,129
| +15% | +$94.3K | 0.03% | 427 |
|
|
2024
Q1 | $602K | Sell |
60,132
-2,868
| -5% | -$28.7K | 0.03% | 504 |
|
|
2023
Q4 | $553K | Sell |
63,000
-2,216
| -3% | -$19.5K | 0.03% | 516 |
|
|
2023
Q3 | $548K | Hold |
65,216
| – | – | 0.03% | 490 |
|
|
2023
Q2 | $531K | Hold |
65,216
| – | – | 0.03% | 515 |
|
|
2023
Q1 | $563K | Buy |
65,216
+2,216
| +4% | +$19.1K | 0.03% | 493 |
|
|
2022
Q4 | $539K | Sell |
63,000
-63,000
| -50% | -$539K | 0.03% | 493 |
|
|
2022
Q3 | $1.02M | Hold |
126,000
| – | – | 0.07% | 286 |
|
|
2022
Q2 | $1.06M | Buy |
126,000
+63,000
| +100% | +$528K | 0.07% | 285 |
|
|
2022
Q1 | $581K | Hold |
63,000
| – | – | 0.03% | 473 |
|
|
2021
Q4 | $491K | Hold |
63,000
| – | – | 0.03% | 526 |
|
|
2021
Q3 | $504K | Hold |
63,000
| – | – | 0.03% | 503 |
|
|
2021
Q2 | $560K | Buy |
+63,000
| New | +$560K | 0.03% | 467 |
|
|
2021
Q1 | – | Sell |
-73,435
| Closed | -$422K | – | 838 |
|
|
2020
Q4 | $422K | Buy |
+73,435
| New | +$422K | 0.03% | 513 |
|