Lokken Investment Group’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-55,437
| Closed | -$395K | – | 148 |
|
|
2023
Q3 | $395K | Hold |
55,437
| – | – | 0.26% | 83 |
|
|
2023
Q2 | $394K | Hold |
55,437
| – | – | 0.26% | 87 |
|
|
2023
Q1 | $426K | Hold |
55,437
| – | – | 0.32% | 76 |
|
|
2022
Q4 | $416K | Hold |
55,437
| – | – | 0.33% | 73 |
|
|
2022
Q3 | $392K | Hold |
55,437
| – | – | 0.34% | 62 |
|
|
2022
Q2 | $416K | Hold |
55,437
| – | – | 0.34% | 68 |
|
|
2022
Q1 | $446K | Hold |
55,437
| – | – | 0.35% | 64 |
|
|
2021
Q4 | $399K | Hold |
55,437
| – | – | 0.28% | 77 |
|
|
2021
Q3 | $404K | Hold |
55,437
| – | – | 0.32% | 72 |
|
|
2021
Q2 | $420K | Hold |
55,437
| – | – | 0.34% | 66 |
|
|
2021
Q1 | $369K | Buy |
55,437
+11,000
| +25% | +$73.2K | 0.33% | 72 |
|
|
2020
Q4 | $256K | Buy |
+44,437
| New | +$256K | 0.23% | 80 |
|