Kalos Management, Inc. Schwab Fundamental Emerging Mk Transaction History

Kalos Management, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$25.72 - $27.75 $1,054 - $1,137	-41 Reduced 1.42%	2,844 $76,000
Q4 2022 Feb 27, 2023	BUY	$23.19 - $26.37 $66,903 - $76,077	2,885 New	2,885 $71,000
Q1 2019 May 15, 2019	SELL	N/A	-8,835 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	8,835 New	8,835 $263,000
Q3 2018 Nov 14, 2018	SELL	N/A	-8,835 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-23,543 Reduced 72.71%	8,835 $245,000
Q1 2018 May 14, 2018	BUY	N/A	22,760 Added 236.64%	32,378 $997,000
Q4 2017 Feb 14, 2018	BUY	N/A	9,618	9,618 $292,000

336

163M

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