AWM
KIO
Aries Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,568
| Closed | -$117K | – | 192 |
|
|
2022
Q3 | $117K | Hold |
10,568
| – | – | 0.05% | 176 |
|
|
2022
Q2 | $123K | Buy |
+10,568
| New | +$123K | 0.06% | 169 |
|
|
2022
Q1 | – | Sell |
-10,568
| Closed | -$179K | – | 149 |
|
|
2021
Q4 | $179K | Buy |
+10,568
| New | +$179K | 0.07% | 183 |
|