Schechter Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,583
| Closed | -$401K | – | 667 |
|
|
2024
Q4 | $401K | Hold |
31,583
| – | – | 0.03% | 429 |
|
|
2024
Q3 | $347K | Hold |
31,583
| – | – | 0.03% | 462 |
|
|
2024
Q2 | $326K | Hold |
31,583
| – | – | 0.02% | 462 |
|
|
2024
Q1 | $316K | Hold |
31,583
| – | – | 0.02% | 486 |
|
|
2023
Q4 | $277K | Hold |
31,583
| – | – | 0.02% | 479 |
|
|
2023
Q3 | $266K | Sell |
31,583
-14,000
| -31% | -$118K | 0.03% | 479 |
|
|
2023
Q2 | $371K | Hold |
45,583
| – | – | 0.03% | 439 |
|
|
2023
Q1 | $394K | Buy |
+45,583
| New | +$394K | 0.04% | 463 |
|