Steward Financial Group’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $23K | Buy |
3,022
+122
| +4% | +$929 | 0.01% | 235 |
|
2023
Q2 | $20K | Hold |
2,900
| – | – | 0.01% | 249 |
|
2023
Q1 | $22K | Buy |
+2,900
| New | +$22K | 0.01% | 129 |
|
2022
Q2 | – | Sell |
-2,900
| Closed | -$24K | – | 1469 |
|
2022
Q1 | $24K | Hold |
2,900
| – | – | 0.02% | 141 |
|
2021
Q4 | $20K | Buy |
+2,900
| New | +$20K | 0.02% | 124 |
|