Stratos Wealth Partners’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 |
-13,000
| Closed | -$174K | – | 1448 |
|
2024
Q4 | $174K | Hold |
13,000
| – | – | ﹤0.01% | 1370 |
|
2024
Q3 | $192K | Buy |
+13,000
| New | +$192K | ﹤0.01% | 1351 |
|
2022
Q3 | – | Sell |
-20,462
| Closed | -$238K | – | 1193 |
|
2022
Q2 | $238K | Hold |
20,462
| – | – | 0.01% | 1028 |
|
2022
Q1 | $295K | Hold |
20,462
| – | – | 0.01% | 995 |
|
2021
Q4 | $346K | Hold |
20,462
| – | – | 0.01% | 953 |
|
2021
Q3 | $335K | Hold |
20,462
| – | – | 0.01% | 912 |
|
2021
Q2 | $341K | Hold |
20,462
| – | – | 0.01% | 920 |
|
2021
Q1 | $324K | Hold |
20,462
| – | – | 0.01% | 860 |
|
2020
Q4 | $295K | Buy |
20,462
+10,462
| +105% | +$151K | 0.01% | 855 |
|
2020
Q3 | $135K | Hold |
10,000
| – | – | ﹤0.01% | 952 |
|
2020
Q2 | $123K | Hold |
10,000
| – | – | ﹤0.01% | 941 |
|
2020
Q1 | $107K | Hold |
10,000
| – | – | ﹤0.01% | 857 |
|
2019
Q4 | $158K | Hold |
10,000
| – | – | 0.01% | 929 |
|
2019
Q3 | $156K | Hold |
10,000
| – | – | 0.01% | 899 |
|
2019
Q2 | $157K | Buy |
+10,000
| New | +$157K | 0.01% | 898 |
|