Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$684,284.30
% of Total Estimate Gain
12.15%

Kalos Management, Inc.'s iShares U.S. Healthcare ETF Holding Summary

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

The initial trade took place in 2018Q2. And since then Kalos Management, Inc. has made 11 purchases of IYH, at an average price of $42.74, for a total of 131,810.00 shares. In addition, there have been 10 sales at an average price of $47.94 for 131,810.00 shares. Based on historical transaction data and IYH's current price of $57.04, Kalos Management, Inc.'s estimated gain on his IYH holdings is $684,284.30, reflecting a 12.15% gain to date.

Kalos Management, Inc. IYH ($57.04) Holding Chart

Kalos Management, Inc. IYH ($57.04) 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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