1776 Wealth’s KKR Income Opportunities Fund KIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Hold |
13,144
| – | – | 0.07% | 142 |
|
|
2025
Q1 | $162K | Hold |
13,144
| – | – | 0.07% | 135 |
|
|
2024
Q4 | $176K | Hold |
13,144
| – | – | 0.08% | 136 |
|
|
2024
Q3 | $194K | Hold |
13,144
| – | – | 0.09% | 140 |
|
|
2024
Q2 | $180K | Hold |
13,144
| – | – | 0.08% | 142 |
|
|
2024
Q1 | $178K | Hold |
13,144
| – | – | 0.08% | 131 |
|
|
2023
Q4 | $165K | Buy |
+13,144
| New | +$165K | 0.08% | 129 |
|
|
2023
Q3 | – | Sell |
-13,144
| Closed | -$153K | – | 139 |
|
|
2023
Q2 | $153K | Hold |
13,144
| – | – | 0.08% | 128 |
|
|
2023
Q1 | $144K | Hold |
13,144
| – | – | 0.09% | 116 |
|
|
2022
Q4 | $145K | Hold |
13,144
| – | – | 0.1% | 118 |
|
|
2022
Q3 | $150K | Hold |
13,144
| – | – | 0.11% | 106 |
|
|
2022
Q2 | $1.15M | Hold |
13,144
| – | – | 0.81% | 25 |
|
|
2022
Q1 | $190K | Hold |
13,144
| – | – | 0.11% | 126 |
|
|
2021
Q4 | $222K | Sell |
13,144
-9,416
| -42% | -$159K | 0.12% | 119 |
|
|
2021
Q3 | $370K | Sell |
22,560
-14,747
| -40% | -$242K | 0.21% | 76 |
|
|
2021
Q2 | $622K | Hold |
37,307
| – | – | 0.35% | 47 |
|
|
2021
Q1 | $590K | Sell |
37,307
-3,954
| -10% | -$62.5K | 0.37% | 46 |
|
|
2020
Q4 | $595K | Buy |
41,261
+474
| +1% | +$6.84K | 0.37% | 46 |
|
|
2020
Q3 | $551K | Buy |
40,787
+1,501
| +4% | +$20.3K | 0.4% | 40 |
|
|
2020
Q2 | $484K | Sell |
39,286
-20,373
| -34% | -$251K | 0.33% | 46 |
|
|
2020
Q1 | $747K | Buy |
59,659
+37,771
| +173% | +$473K | 0.32% | 51 |
|
|
2019
Q4 | $345K | Buy |
+21,888
| New | +$345K | 0.29% | 62 |
|