Graves Light Lenhart Wealth’s KKR Income Opportunities Fund KIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $173K | Hold |
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|
2025
Q2 | $172K | Hold |
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|
2025
Q1 | $169K | Hold |
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|
2024
Q4 | $184K | Hold |
|
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|
2024
Q3 | $203K | Hold |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $157K | Hold |
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|
2022
Q2 | $160K | Hold |
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|
2022
Q1 | $198K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $198K | Hold |
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|
2020
Q3 | $186K | Hold |
|
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|
2020
Q2 | $169K | Hold |
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|
2020
Q1 | $146K | Hold |
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|
2019
Q4 | $217K | Hold |
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|
2019
Q3 | $211K | Hold |
|
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $213K | Hold |
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|
2018
Q4 | $196K | Buy |
|