Kalos Management, Inc. Schwab Short Term Us Treasury Transaction History

Kalos Management, Inc.

  • $0
  • Q3 2023

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
$48.06 - $48.89 $111,210 - $113,131
-2,314 Reduced 5.31%
41,228 $1.98 Million
Q1 2023

May 05, 2023
BUY
$47.8 - $49.0 $741,043 - $759,647
15,503 Added 55.29%
43,542 $2.12 Million
Q4 2022

Feb 27, 2023
SELL
$47.91 - $48.47 $121,643 - $123,065
-2,539 Reduced 8.3%
28,039 $1.35 Million
Q3 2022

Nov 21, 2022
BUY
N/A
2,363 Added 8.37%
30,578 $1.48 Million
Q2 2022

Aug 12, 2022
BUY
N/A
5,836 Added 26.08%
28,215 $1.39 Million
Q1 2022

Jun 21, 2022
BUY
N/A
22,379 New
22,379 $1.11 Million
Q2 2021

Aug 11, 2021
SELL
N/A
-10,735 Closed
0 $0
Q1 2021

May 13, 2021
SELL
N/A
-4,203 Reduced 28.14%
10,735 $550,000
Q4 2020

Feb 11, 2021
SELL
N/A
-4,603 Reduced 23.56%
14,938 $767,000
Q3 2020

Nov 12, 2020
BUY
N/A
19,541 New
19,541 $1 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-10,758 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
N/A
2,099 Added 24.24%
10,758 $543,000
Q2 2019

Aug 14, 2019
BUY
N/A
8,659 New
8,659 $437,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Kalos Management, Inc. Portfolio

Follow Kalos Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kalos Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kalos Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email