NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
47,517
+2,051
| +5% | +$25.8K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $559K | Buy |
45,466
+3,844
| +9% | +$47.2K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $557K | Buy |
41,622
+1,885
| +5% | +$25.2K | ﹤0.01% | 1481 |
|
|
2024
Q3 | $587K | Buy |
39,737
+10,837
| +37% | +$160K | ﹤0.01% | 1373 |
|
|
2024
Q2 | $396K | Sell |
28,900
-500
| -2% | -$6.85K | ﹤0.01% | 1550 |
|
|
2024
Q1 | $398K | Buy |
29,400
+5,200
| +21% | +$70.4K | ﹤0.01% | 1475 |
|
|
2023
Q4 | $304K | Buy |
24,200
+4,500
| +23% | +$56.6K | ﹤0.01% | 1544 |
|
|
2023
Q3 | $236K | Sell |
19,700
-11,900
| -38% | -$142K | ﹤0.01% | 1558 |
|
|
2023
Q2 | $367K | Buy |
31,600
+200
| +0.6% | +$2.32K | ﹤0.01% | 1363 |
|
|
2023
Q1 | $348K | Buy |
31,400
+900
| +3% | +$9.97K | ﹤0.01% | 1309 |
|
|
2022
Q4 | $336K | Buy |
30,500
+700
| +2% | +$7.71K | 0.01% | 948 |
|
|
2022
Q3 | $341K | Buy |
29,800
+1,800
| +6% | +$20.6K | 0.01% | 1140 |
|
|
2022
Q2 | $326K | Buy |
28,000
+2,700
| +11% | +$31.4K | 0.01% | 1176 |
|
|
2022
Q1 | $365K | Sell |
25,300
-14,600
| -37% | -$211K | 0.01% | 916 |
|
|
2021
Q4 | $675K | Buy |
+39,900
| New | +$675K | 0.01% | 929 |
|