OTA Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-38,858
| Closed | -$452K | – | 115 |
|
|
2022
Q2 | $452K | Buy |
38,858
+21,410
| +123% | +$249K | 0.22% | 34 |
|
|
2022
Q1 | $251K | Buy |
+17,448
| New | +$251K | 0.16% | 78 |
|
|
2020
Q2 | – | Sell |
-62,319
| Closed | -$664K | – | 47 |
|
|
2020
Q1 | $664K | Buy |
+62,319
| New | +$664K | 0.83% | 23 |
|
|
2018
Q2 | – | Sell |
-30,228
| Closed | -$480K | – | 78 |
|
|
2018
Q1 | $480K | Sell |
30,228
-158,996
| -84% | -$2.52M | 0.16% | 36 |
|
|
2017
Q4 | $3.04M | Buy |
+189,224
| New | +$3.04M | 1.2% | 18 |
|