Kalos Management, Inc. SCHB Holdings History
Kalos Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2023-09-30, Kalos Management, Inc. held - shares of Schwab U.S. Broad Market ETF(SCHB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Kalos Management, Inc. has made 10 purchases of SCHB, at an average price of $34.45, for a total of 562,424.00 shares. In addition, there have been 12 sales at an average price of $41.14 for 562,424.00 shares. Based on historical transaction data and SCHB's current price of $24.48, Kalos Management, Inc.'s estimated gain on his SCHB holdings is $3.76 Mil, reflecting a 19.41% gain to date.
Kalos Management, Inc. SCHB ($24.48) Holding Chart
Kalos Management, Inc. SCHB ($24.48) 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
