SWA
SOA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973 | Buy |
76
+1
| +1% | +$13 | ﹤0.01% | 757 |
|
|
2025
Q1 | $962 | Buy |
75
+1
| +1% | +$13 | ﹤0.01% | 741 |
|
|
2024
Q4 | $936 | Buy |
74
+3
| +4% | +$38 | ﹤0.01% | 734 |
|
|
2024
Q3 | $784 | Buy |
71
+1
| +1% | +$11 | ﹤0.01% | 726 |
|
|
2024
Q2 | $722 | Buy |
70
+2
| +3% | +$21 | ﹤0.01% | 745 |
|
|
2024
Q1 | $684 | Buy |
68
+1
| +1% | +$10 | ﹤0.01% | 791 |
|
|
2023
Q4 | $585 | Buy |
67
+2
| +3% | +$17 | ﹤0.01% | 793 |
|
|
2023
Q3 | $547 | Buy |
65
+2
| +3% | +$17 | ﹤0.01% | 817 |
|
|
2023
Q2 | $516 | Buy |
63
+1
| +2% | +$8 | ﹤0.01% | 831 |
|
|
2023
Q1 | $535 | Buy |
62
+1
| +2% | +$9 | ﹤0.01% | 838 |
|
|
2022
Q4 | $518 | Buy |
61
+2
| +3% | +$17 | ﹤0.01% | 842 |
|
|
2022
Q3 | $0 | Buy |
59
+2
| +4% | – | ﹤0.01% | 911 |
|
|
2022
Q2 | $0 | Buy |
57
+1
| +2% | – | ﹤0.01% | 928 |
|
|
2022
Q1 | $0 | Buy |
56
+1
| +2% | – | ﹤0.01% | 959 |
|
|
2021
Q4 | $0 | Buy |
55
+1
| +2% | – | ﹤0.01% | 930 |
|
|
2021
Q3 | $0 | Buy |
54
+1
| +2% | – | ﹤0.01% | 945 |
|
|
2021
Q2 | $0 | Buy |
53
+1
| +2% | – | ﹤0.01% | 923 |
|
|
2021
Q1 | $0 | Hold |
52
| – | – | ﹤0.01% | 873 |
|
|
2020
Q4 | $0 | Buy |
+52
| New | – | ﹤0.01% | 845 |
|