U.S. Capital Wealth Advisors’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
Q1 | – | Sell |
-20,000
| Closed | -$150K | – | 1595 |
|
|
2022
Q4 | $150K | Sell |
20,000
-300
| -1% | -$2.25K | 0.01% | 664 |
|
|
2022
Q3 | $144K | Hold |
20,300
| – | – | 0.01% | 604 |
|
|
2022
Q2 | $152K | Sell |
20,300
-1,145
| -5% | -$8.57K | 0.01% | 633 |
|
|
2022
Q1 | $184K | Hold |
21,445
| – | – | 0.01% | 673 |
|
|
2021
Q4 | $154K | Sell |
21,445
-555
| -3% | -$3.99K | 0.01% | 686 |
|
|
2021
Q3 | $160K | Buy |
+22,000
| New | +$160K | 0.01% | 687 |
|