Kalos Management, Inc. Closed Holding Positions

Kalos Management, Inc.

  • $0
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Henderson Global Fds Global Eq Incm I
Q3 2021 Filed on Nov 10, 2021
15,972
N/A
FTNT
Fortinet, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
991
$48.47 - $64.04 $48K - $63.5K
Griffin Instl Access Real Esta Te I
Q3 2021 Filed on Nov 10, 2021
8,878
N/A
Goldman Sachs Real
Q3 2021 Filed on Nov 10, 2021
50,287
N/A
Twc Tech Hldgs Ii Corp Com
Q3 2021 Filed on Nov 10, 2021
10,250
N/A
PSL
Invesco Dwa Consumer Staples M
Q3 2021 Filed on Nov 10, 2021
3,816
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
1,316
$180.66 - $229.74 $238K - $302K
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 11, 2021
750
N/A
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Aug 11, 2021
5,593
$54.57 - $54.92 $305K - $307K
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
995
$240.32 - $256.01 $239K - $255K
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Aug 11, 2021
11,054
$25.69 - $29.33 $284K - $324K
Phillips Edison & Company
Q2 2021 Filed on Aug 11, 2021
2,132,090
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2021 Filed on Aug 11, 2021
2,755
$72.9 - $77.14 $201K - $213K
MNST
Monster Beverage Corp

Consumer Defensive
Q2 2021 Filed on Aug 11, 2021
12,786
$89.47 - $98.68 $1.14M - $1.26M
C
Citigroup Inc

Financial Services
Q2 2021 Filed on Aug 11, 2021
27,967
$67.61 - $79.86 $1.89M - $2.23M
INMD
In Mode Ltd.

Healthcare
Q2 2021 Filed on Aug 11, 2021
9,422
$34.4 - $48.34 $324K - $455K
General Electric Company
Q2 2021 Filed on Aug 11, 2021
36,693
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2021 Filed on Aug 11, 2021
3,885
$101.6 - $107.95 $395K - $419K
Colony Capital Inc New
Q2 2021 Filed on Aug 11, 2021
11,454
N/A
PVCT
Provectus Biopharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 11, 2021
10,000
$0.06 - $0.07 $600 - $700
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2021 Filed on Aug 11, 2021
7,550
$25.99 - $29.34 $196K - $222K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
30,352
$55.79 - $70.49 $1.69M - $2.14M
GPS
Gap Inc

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
8,469
$29.95 - $36.33 $254K - $308K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2021 Filed on Aug 11, 2021
3,261
$88.27 - $90.15 $288K - $294K
Griffin American Healthcare
Q2 2021 Filed on Aug 11, 2021
68,098
N/A
Hospitality Invs Tr Inc
Q2 2021 Filed on Aug 11, 2021
67,234
N/A
Inven Trust Properties Corp
Q2 2021 Filed on Aug 11, 2021
142,660
N/A
Hms Income Fd Inc
Q2 2021 Filed on Aug 11, 2021
27,574
N/A
Artius Acquisition Inc
Q2 2021 Filed on Aug 11, 2021
26,038
N/A
DUK
Duke Energy Corp

Utilities
Q2 2021 Filed on Aug 11, 2021
2,023
$96.28 - $103.74 $195K - $210K
L Brands Inc
Q2 2021 Filed on Aug 11, 2021
4,592
N/A
AMAT
Applied Materials Inc

Technology
Q2 2021 Filed on Aug 11, 2021
2,417
$114.88 - $143.05 $278K - $346K
Sustainable Opportnts Acq Corp Ord Shs A
Q2 2021 Filed on Aug 11, 2021
14,300
N/A
Colony Credit Real Estate Inc Cl A
Q2 2021 Filed on Aug 11, 2021
175,956
N/A
Benefit Str Partners Rlty Tr
Q2 2021 Filed on Aug 11, 2021
26,613
N/A
Curaegis Technologies Inc
Q2 2021 Filed on Aug 11, 2021
11,770
N/A
FHI
Federated Hermes, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
57,335
$26.72 - $31.49 $1.53M - $1.81M
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q1 2021 Filed on May 13, 2021
4,097
$202.31 - $262.15 $829K - $1.07M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2021 Filed on May 13, 2021
5,585
$113.22 - $128.96 $632K - $720K
PWR
Quanta Services, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
2,920
$68.25 - $88.85 $199K - $259K
LANDO
Gladstone Ld Corp Cum Red Pfd
Q1 2021 Filed on May 13, 2021
10,000
N/A
EH
E Hang Holdings LTD

Industrials
Q1 2021 Filed on May 13, 2021
12,250
$21.24 - $124.09 $260K - $1.52M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 13, 2021
5,055
$77.23 - $88.03 $390K - $445K
Preferred Apt Cmntys Inc Cl A
Q1 2021 Filed on May 13, 2021
11,788
N/A
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
35,021
$14.32 - $15.12 $502K - $530K
AUY
Yamana Gold Inc.

Basic Materials
Q1 2021 Filed on May 13, 2021
41,901
$4.01 - $6.09 $168K - $255K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2021 Filed on May 13, 2021
5,364
$133.92 - $157.54 $718K - $845K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2021 Filed on May 13, 2021
2,323
$75.75 - $89.99 $176K - $209K
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2021 Filed on May 13, 2021
10,062
$8.69 - $10.41 $87.4K - $105K
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