Bank of Montreal’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,807
| Closed | -$110K | – | 3644 |
|
2023
Q3 | $110K | Buy |
+10,807
| New | +$110K | ﹤0.01% | 2833 |
|
2021
Q2 | – | Sell |
-557
| Closed | -$15K | – | 4029 |
|
2021
Q1 | $15K | Sell |
557
-1,712
| -75% | -$46.1K | ﹤0.01% | 3779 |
|
2020
Q4 | $37K | Buy |
2,269
+1,638
| +260% | +$26.7K | ﹤0.01% | 3625 |
|
2020
Q3 | $9K | Sell |
631
-450
| -42% | -$6.42K | ﹤0.01% | 3762 |
|
2020
Q2 | $13K | Buy |
+1,081
| New | +$13K | ﹤0.01% | 3669 |
|
2020
Q1 | – | Sell |
-1,579
| Closed | -$28K | – | 3942 |
|
2019
Q4 | $28K | Buy |
1,579
+557
| +55% | +$9.88K | ﹤0.01% | 3592 |
|
2019
Q3 | $12K | Buy |
1,022
+48
| +5% | +$564 | ﹤0.01% | 3852 |
|
2019
Q2 | $22K | Sell |
974
-4,850
| -83% | -$110K | ﹤0.01% | 3653 |
|
2019
Q1 | $166K | Buy |
5,824
+1,292
| +29% | +$36.8K | ﹤0.01% | 2440 |
|
2018
Q4 | $90K | Buy |
+4,532
| New | +$90K | ﹤0.01% | 2690 |
|
2016
Q2 | – | Sell |
-44
| Closed | – | – | 3871 |
|
2016
Q1 | $0 | Buy |
+44
| New | – | ﹤0.01% | 3974 |
|