Kalos Management, Inc. CWB Holdings History
Kalos Management, Inc.'s SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2023-09-30, Kalos Management, Inc. held - shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2018Q2. And since then Kalos Management, Inc. has made 11 purchases of CWB, at an average price of $54.49, for a total of 108,115.00 shares. In addition, there have been 9 sales at an average price of $56.66 for 108,115.00 shares. Based on historical transaction data and CWB's current price of $85.29, Kalos Management, Inc.'s estimated gain on his CWB holdings is $234,910.49, reflecting a 3.99% gain to date.
Kalos Management, Inc. CWB ($85.29) Holding Chart
Kalos Management, Inc. CWB ($85.29) 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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