SDAM
Shulman DeMeo Asset Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,137
| Closed | -$102K | – | 147 |
|
|
2021
Q4 | $102K | Sell |
13,137
-268
| -2% | -$2.08K | 0.03% | 146 |
|
|
2021
Q3 | $107K | Buy |
+13,405
| New | +$107K | 0.09% | 84 |
|
|
2021
Q2 | – | Sell |
-13,157
| Closed | -$94K | – | 107 |
|
|
2021
Q1 | $94K | Sell |
13,157
-909
| -6% | -$6.49K | 0.03% | 133 |
|
|
2020
Q4 | $81K | Buy |
14,066
+142
| +1% | +$818 | 0.02% | 138 |
|
|
2020
Q3 | $56K | Buy |
13,924
+158
| +1% | +$635 | 0.02% | 116 |
|
|
2020
Q2 | $73K | Buy |
13,766
+124
| +0.9% | +$658 | 0.03% | 111 |
|
|
2020
Q1 | $50K | Sell |
13,642
-151
| -1% | -$553 | 0.02% | 100 |
|
|
2019
Q4 | $192K | Buy |
13,793
+151
| +1% | +$2.1K | 0.07% | 125 |
|
|
2019
Q3 | $197K | Buy |
13,642
+130
| +1% | +$1.88K | 0.07% | 127 |
|
|
2019
Q2 | $207K | Buy |
13,512
+123
| +0.9% | +$1.88K | 0.08% | 122 |
|
|
2019
Q1 | $215K | Buy |
+13,389
| New | +$215K | 0.08% | 112 |
|