SWA
KMF
SOA Wealth Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-131
| Closed | -$933 | – | 957 |
|
|
2023
Q3 | $933 | Hold |
131
| – | – | ﹤0.01% | 779 |
|
|
2023
Q2 | $930 | Hold |
131
| – | – | ﹤0.01% | 788 |
|
|
2023
Q1 | $1.01K | Hold |
131
| – | – | ﹤0.01% | 789 |
|
|
2022
Q4 | $984 | Hold |
131
| – | – | ﹤0.01% | 795 |
|
|
2022
Q3 | $0 | Hold |
131
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q2 | $0 | Hold |
131
| – | – | ﹤0.01% | 1071 |
|
|
2022
Q1 | $1K | Hold |
131
| – | – | ﹤0.01% | 883 |
|
|
2021
Q4 | $0 | Hold |
131
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q3 | $0 | Hold |
131
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q2 | $0 | Hold |
131
| – | – | ﹤0.01% | 988 |
|
|
2021
Q1 | $0 | Hold |
131
| – | – | ﹤0.01% | 947 |
|
|
2020
Q4 | $0 | Buy |
+131
| New | – | ﹤0.01% | 904 |
|