Carson Wealth (CWM LLC)’s KKR Income Opportunities Fund KIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 5020 |
|
|
2025
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 4920 |
|
|
2024
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 4732 |
|
|
2024
Q3 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 4610 |
|
|
2023
Q3 | – | Sell |
-86
| Closed | -$1K | – | 4342 |
|
|
2023
Q2 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 3975 |
|
|
2019
Q1 | – | Sell |
-19,744
| Closed | -$281K | – | 3089 |
|
|
2018
Q4 | $281K | Buy |
+19,744
| New | +$281K | 0.01% | 533 |
|