Lido Advisors

Lido Advisors’s Kelso Technologies Inc. KIQ Stock Holding History

Lido Advisors’s Portfolio KIQ Stock Details KIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,092	Closed	-$5K	–	921
2020 Q4	$5K	Hold	10,092	–	–	﹤0.01%	805
2020 Q3	$6K	Hold	10,092	–	–	﹤0.01%	633
2020 Q2	$7K	Hold	10,092	–	–	﹤0.01%	598
2020 Q1	$6K	Hold	10,092	–	–	﹤0.01%	583
2019 Q4	$7K	Hold	10,092	–	–	﹤0.01%	653
2019 Q3	$7K	Hold	10,092	–	–	﹤0.01%	573
2019 Q2	$15K	Buy	+10,092	New	+$12.5K	﹤0.01%	533

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Citadel Advisors

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Bank of America

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Royal Bank of Canada

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return