Kalos Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Kalos Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$46.97 - $51.65 $2,771 - $3,047	-59 Reduced 3.8%	1,495 $75,000
Q4 2022 Feb 27, 2023	BUY	$46.29 - $50.41 $71,934 - $78,337	1,554 New	1,554 $73,000
Q1 2021 May 13, 2021	SELL	N/A	-17,849 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	N/A	-583 Reduced 3.16%	17,849 $822,000
Q3 2020 Nov 12, 2020	SELL	N/A	-568 Reduced 2.99%	18,432 $805,000

Q2 2020 Aug 13, 2020	SELL	N/A	-1,855 Reduced 8.89%	19,000 $784,000
Q1 2020 May 13, 2020	SELL	N/A	-2,379 Reduced 10.24%	20,855 $745,000
Q4 2019 Feb 13, 2020	BUY	N/A	394 Added 1.73%	23,234 $968,000
Q3 2019 Nov 14, 2019	BUY	N/A	22,840 New	22,840 $873,000

603

83.5M

131K

100

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