Kalos Management, Inc. AGG Holdings History
Kalos Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-09-30, Kalos Management, Inc. held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q3. And since then Kalos Management, Inc. has made 7 purchases of AGG, at an average price of $113.46, for a total of 18,490.00 shares. In addition, there have been 6 sales at an average price of $111.87 for 18,490.00 shares. Based on historical transaction data and AGG's current price of $98.29, Kalos Management, Inc.'s estimated gain on his AGG holdings is $-29,455.09, reflecting a -1.40% gain to date.
Kalos Management, Inc. AGG ($98.29) Holding Chart
Kalos Management, Inc. AGG ($98.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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