M Holdings Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,716
| Closed | -$217K | – | 137 |
|
|
2024
Q3 | $217K | Sell |
14,716
-1,520
| -9% | -$22.4K | 0.05% | 87 |
|
|
2024
Q2 | $222K | Buy |
+16,236
| New | +$222K | 0.03% | 271 |
|
|
2024
Q1 | – | Sell |
-16,236
| Closed | -$204K | – | 161 |
|
|
2023
Q4 | $204K | Sell |
16,236
-10,790
| -40% | -$136K | 0.02% | 180 |
|
|
2023
Q3 | $323K | Buy |
+27,026
| New | +$323K | 0.04% | 179 |
|