Kalos Management, Inc. DVY Holdings History
Kalos Management, Inc.'s iShares Select Dividend ETF Holding Summary
As of 2023-09-30, Kalos Management, Inc. held - shares of iShares Select Dividend ETF(DVY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2018Q2. And since then Kalos Management, Inc. has made 4 purchases of DVY, at an average price of $104.98, for a total of 21,776.00 shares. In addition, there have been 9 sales at an average price of $101.29 for 21,776.00 shares. Based on historical transaction data and DVY's current price of $137.37, Kalos Management, Inc.'s estimated gain on his DVY holdings is $-80,342.06, reflecting a -3.51% gain to date.
Kalos Management, Inc. DVY ($137.37) Holding Chart
Kalos Management, Inc. DVY ($137.37) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
