WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,605
| Closed | -$157K | – | 2100 |
|
|
2014
Q4 | $157K | Buy |
4,605
+125
| +3% | +$4.26K | 0.03% | 507 |
|
|
2014
Q3 | $180K | Buy |
4,480
+45
| +1% | +$1.81K | 0.03% | 477 |
|
|
2014
Q2 | $180K | Hold |
4,435
| – | – | 0.03% | 472 |
|
|
2014
Q1 | $151K | Buy |
4,435
+125
| +3% | +$4.26K | 0.03% | 498 |
|
|
2013
Q4 | $148K | Buy |
4,310
+100
| +2% | +$3.43K | 0.02% | 608 |
|
|
2013
Q3 | $135K | Buy |
4,210
+200
| +5% | +$6.41K | 0.02% | 604 |
|
|
2013
Q2 | $128K | Buy |
+4,010
| New | +$128K | 0.02% | 584 |
|