Spire Wealth Management’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
Q2 | $11.5K | Hold |
902
| – | – | ﹤0.01% | 1678 |
|
|
2025
Q1 | $11.6K | Hold |
902
| – | – | ﹤0.01% | 1795 |
|
|
2024
Q4 | $11.5K | Hold |
902
| – | – | ﹤0.01% | 1801 |
|
|
2024
Q3 | $9.92K | Hold |
902
| – | – | ﹤0.01% | 1636 |
|
|
2024
Q2 | $9.32K | Sell |
902
-27,130
| -97% | -$280K | ﹤0.01% | 1658 |
|
|
2024
Q1 | $281K | Hold |
28,032
| – | – | 0.01% | 682 |
|
|
2023
Q4 | $234K | Hold |
28,032
| – | – | 0.01% | 715 |
|
|
2023
Q3 | $236K | Hold |
28,032
| – | – | 0.01% | 667 |
|
|
2023
Q2 | $228K | Hold |
28,032
| – | – | 0.01% | 687 |
|
|
2023
Q1 | $242K | Buy |
+28,032
| New | +$242K | 0.01% | 672 |
|
|
2022
Q4 | – | Sell |
-665
| Closed | -$5K | – | 2362 |
|
|
2022
Q3 | $5K | Sell |
665
-26,945
| -98% | -$203K | ﹤0.01% | 1744 |
|
|
2022
Q2 | $231K | Sell |
27,610
-27,120
| -50% | -$227K | 0.01% | 713 |
|
|
2022
Q1 | $505K | Buy |
54,730
+18,802
| +52% | +$173K | 0.01% | 572 |
|
|
2021
Q4 | $272K | Buy |
+35,928
| New | +$272K | 0.01% | 953 |
|
|
2021
Q3 | – | Sell |
-129
| Closed | -$1K | – | 2618 |
|
|
2021
Q2 | $1K | Sell |
129
-31,800
| -100% | -$247K | ﹤0.01% | 2539 |
|
|
2021
Q1 | $228K | Buy |
+31,929
| New | +$228K | 0.01% | 1010 |
|