Kalos Management, Inc. Ishares Tr Esg Msci Usa Leader Transaction History

Kalos Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$65.64 - $72.48 $10,305 - $11,379	157 New	157 $11,000
Q1 2022 Jun 21, 2022	SELL	$72.8 - $84.71 $781,071 - $908,853	-10,729 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$75.52 - $84.98 $52,939 - $59,570	701 Added 6.99%	10,729 $898,000
Q3 2021 Nov 10, 2021	BUY	$74.69 - $79.84 $135,786 - $145,149	1,818 Added 22.14%	10,028 $840,000
Q1 2021 May 13, 2021	BUY	$64.07 - $69.29 $526,014 - $568,870	8,210 New	8,210 $594,000

154

9.34M

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

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