Kalos Management, Inc. SCHO Holdings History
Kalos Management, Inc.'s Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2023-09-30, Kalos Management, Inc. held - shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kalos Management, Inc. now holds 0% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2019Q2. And since then Kalos Management, Inc. has made 7 purchases of SCHO, at an average price of $50.03, for a total of 76,380.00 shares. In addition, there have been 7 sales at an average price of $49.16 for 76,380.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Kalos Management, Inc.'s estimated gain on his SCHO holdings is $-66,490.31, reflecting a -1.74% gain to date.
Kalos Management, Inc. SCHO ($24.29) Holding Chart
Kalos Management, Inc. SCHO ($24.29) 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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