PIWA
Prevail Innovative Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-63,025
| Closed | -$693K | – | 185 |
|
|
2024
Q3 | $693K | Buy |
63,025
+16,394
| +35% | +$180K | 0.21% | 109 |
|
|
2024
Q2 | $482K | Sell |
46,631
-266,367
| -85% | -$2.75M | 0.17% | 115 |
|
|
2024
Q1 | $3.13M | Sell |
312,998
-13,644
| -4% | -$137K | 1.16% | 20 |
|
|
2023
Q4 | $2.87M | Sell |
326,642
-23,961
| -7% | -$210K | 1.37% | 19 |
|
|
2023
Q3 | $2.95M | Sell |
350,603
-4,265
| -1% | -$35.9K | 1.53% | 17 |
|
|
2023
Q2 | $2.89M | Buy |
+354,868
| New | +$2.89M | 1.58% | 21 |
|