Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-141,513.87
% of Total Estimate Gain
-4.86%

Kalos Management, Inc.'s iShares MSCI EAFE ETF Holding Summary

As of 2023-09-30, Kalos Management, Inc. held - shares of iShares MSCI EAFE ETF(EFA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2018Q2. And since then Kalos Management, Inc. has made 5 purchases of EFA, at an average price of $67.61, for a total of 43,049.00 shares. In addition, there have been 6 sales at an average price of $64.33 for 43,049.00 shares. Based on historical transaction data and EFA's current price of $90.86, Kalos Management, Inc.'s estimated gain on his EFA holdings is $-141,513.87, reflecting a -4.86% gain to date.

Kalos Management, Inc. EFA ($90.86) Holding Chart

Kalos Management, Inc. EFA ($90.86) 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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