Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-699
| Closed | -$3K | – | 1927 |
|
|
2020
Q3 | $3K | Buy |
+699
| New | +$3K | ﹤0.01% | 1375 |
|
|
2019
Q4 | – | Sell |
-205
| Closed | -$3K | – | 1388 |
|
|
2019
Q3 | $3K | Hold |
205
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q2 | $3K | Hold |
205
| – | – | ﹤0.01% | 1047 |
|
|
2019
Q1 | $3K | Hold |
205
| – | – | ﹤0.01% | 953 |
|
|
2018
Q4 | $3K | Hold |
205
| – | – | ﹤0.01% | 793 |
|
|
2018
Q3 | $4K | Buy |
+205
| New | +$4K | ﹤0.01% | 780 |
|
|
2018
Q2 | – | Sell |
-205
| Closed | -$3K | – | 782 |
|
|
2018
Q1 | $3K | Hold |
205
| – | – | ﹤0.01% | 827 |
|
|
2017
Q4 | $4K | Buy |
205
+5
| +3% | +$98 | ﹤0.01% | 773 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 739 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 722 |
|
|
2017
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $4K | Buy |
+200
| New | +$4K | 0.01% | 605 |
|