Northwestern Mutual Wealth Management’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
Q1 | – | Sell |
-2,687
| Closed | -$36K | – | 3815 |
|
|
2024
Q4 | $36K | Hold |
2,687
| – | – | ﹤0.01% | 2305 |
|
|
2024
Q3 | $39.7K | Hold |
2,687
| – | – | ﹤0.01% | 2245 |
|
|
2024
Q2 | $36.8K | Sell |
2,687
-2,963
| -52% | -$40.6K | ﹤0.01% | 2194 |
|
|
2024
Q1 | $76.5K | Buy |
5,650
+551
| +11% | +$7.46K | ﹤0.01% | 1913 |
|
|
2023
Q4 | $64.1K | Buy |
5,099
+3,099
| +155% | +$39K | ﹤0.01% | 1951 |
|
|
2023
Q3 | $23.9K | Sell |
2,000
-1,000
| -33% | -$12K | ﹤0.01% | 2258 |
|
|
2023
Q2 | $34.8K | Buy |
3,000
+936
| +45% | +$10.9K | ﹤0.01% | 2128 |
|
|
2023
Q1 | $22.7K | Sell |
2,064
-7,203
| -78% | -$79.1K | ﹤0.01% | 2214 |
|
|
2022
Q4 | $102K | Sell |
9,267
-33,529
| -78% | -$369K | ﹤0.01% | 1644 |
|
|
2022
Q3 | $490K | Buy |
42,796
+6,958
| +19% | +$79.7K | ﹤0.01% | 1046 |
|
|
2022
Q2 | $417K | Sell |
35,838
-119,219
| -77% | -$1.39M | ﹤0.01% | 1115 |
|
|
2022
Q1 | $2.24M | Buy |
155,057
+118,910
| +329% | +$1.72M | ﹤0.01% | 614 |
|
|
2021
Q4 | $612K | Buy |
36,147
+6,277
| +21% | +$106K | ﹤0.01% | 997 |
|
|
2021
Q3 | $489K | Sell |
29,870
-47,660
| -61% | -$780K | ﹤0.01% | 1002 |
|
|
2021
Q2 | $1.29M | Sell |
77,530
-107,799
| -58% | -$1.8M | ﹤0.01% | 678 |
|
|
2021
Q1 | $2.93M | Buy |
185,329
+130,480
| +238% | +$2.06M | 0.01% | 438 |
|
|
2020
Q4 | $791K | Buy |
54,849
+47,025
| +601% | +$678K | ﹤0.01% | 704 |
|
|
2020
Q3 | $106K | Sell |
7,824
-11,004
| -58% | -$149K | ﹤0.01% | 1254 |
|
|
2020
Q2 | $232K | Buy |
18,828
+4,778
| +34% | +$58.9K | ﹤0.01% | 915 |
|
|
2020
Q1 | $150K | Buy |
14,050
+665
| +5% | +$7.1K | ﹤0.01% | 982 |
|
|
2019
Q4 | $211K | Sell |
13,385
-844
| -6% | -$13.3K | ﹤0.01% | 925 |
|
|
2019
Q3 | $222K | Sell |
14,229
-1,232
| -8% | -$19.2K | ﹤0.01% | 858 |
|
|
2019
Q2 | $243K | Sell |
15,461
-24,487
| -61% | -$385K | ﹤0.01% | 828 |
|
|
2019
Q1 | $618K | Buy |
39,948
+5,310
| +15% | +$82.1K | ﹤0.01% | 567 |
|
|
2018
Q4 | $494K | Buy |
34,638
+78
| +0.2% | +$1.11K | ﹤0.01% | 566 |
|
|
2018
Q3 | $567K | Buy |
34,560
+3,765
| +12% | +$61.8K | ﹤0.01% | 528 |
|
|
2018
Q2 | $510K | Buy |
30,795
+27,399
| +807% | +$454K | ﹤0.01% | 530 |
|
|
2018
Q1 | $54K | Buy |
3,396
+2,696
| +385% | +$42.9K | ﹤0.01% | 1165 |
|
|
2017
Q4 | $11K | Sell |
700
-1,000
| -59% | -$15.7K | ﹤0.01% | 1725 |
|
|
2017
Q3 | $30K | Buy |
1,700
+1,000
| +143% | +$17.6K | ﹤0.01% | 1317 |
|
|
2017
Q2 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 1548 |
|