Joseph P. Lucia & Associates’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
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $966K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $983K | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.83M | Buy |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $59.1K | Buy |
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