Kalos Management, Inc. Schwab Strategic Tr Us Emergin Transaction History

Kalos Management, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 27, 2023	BUY	$21.59 - $24.95 $1,446 - $1,671	67 New	67 $1,000
Q1 2022 Jun 21, 2022	SELL	$25.61 - $30.82 $450,172 - $541,753	-17,578 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$28.68 - $31.96 $41,614 - $46,373	1,451 Added 9.0%	17,578 $548,000
Q3 2021 Nov 10, 2021	SELL	$29.81 - $32.7 $249,390 - $273,568	-8,366 Reduced 34.16%	16,127 $503,000
Q2 2021 Aug 11, 2021	BUY	$31.06 - $33.61 $38,545 - $41,710	1,241 Added 5.34%	24,493 $761,000
Q1 2021 May 13, 2021	BUY	$30.78 - $34.63 $715,696 - $805,216	23,252 New	23,252 $741,000
Q2 2018 Aug 14, 2018	SELL	N/A	-23,634 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	23,634 New	23,634 $663,000

787

142M

28.1K

200

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