Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,088
| Closed | -$17K | – | 1314 |
|
|
2019
Q1 | $17K | Buy |
1,088
+25
| +2% | +$391 | ﹤0.01% | 1341 |
|
|
2018
Q4 | $15K | Buy |
+1,063
| New | +$15K | ﹤0.01% | 1319 |
|
|
2017
Q1 | – | Hold |
0
| – | -$23K | – | 1983 |
|
|
2016
Q4 | – | Sell |
-1,200
| Closed | -$25K | – | 979 |
|
|
2016
Q3 | $25K | Buy |
+1,200
| New | +$25K | ﹤0.01% | 999 |
|