Kalos Management’s Visa V Stock Holding History

Kalos Management’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$39.9K	Buy
2022 Q3	–	Sell
2022 Q2	$260K	Sell
2022 Q1	$326K	Sell
2021 Q4	$381K	Buy
2021 Q3	$360K	Sell
2021 Q2	$438K	Sell
2021 Q1	$433K	Sell
2020 Q4	$444K	Sell
2020 Q3	$1.44M	Sell
2020 Q2	$1.4M	Sell
2020 Q1	$1.33M	Buy
2019 Q4	$552K	Buy
2019 Q3	–	Sell
2019 Q2	$486K	Buy
2019 Q1	$348K	Sell
2018 Q4	$392K	Sell
2018 Q3	$430K	Sell
2018 Q2	$602K	Buy
2018 Q1	–	Sell
2017 Q4	$505K	Buy
2017 Q3	$255K	Buy
2017 Q2	–	Sell
2017 Q1	$280K	Sell
2016 Q4	$301K	Sell
2016 Q3	$511K	Sell
2016 Q2	$638K	Sell
2016 Q1	$852K	Buy
2015 Q4	–	Hold