Carson Wealth (CWM LLC)’s KalVista Pharmaceuticals KALV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Sell |
3,627
-958
| -21% | -$10.8K | ﹤0.01% | 3431 |
|
|
2025
Q1 | $53K | Buy |
4,585
+4,549
| +12,636% | +$52.6K | ﹤0.01% | 2931 |
|
|
2024
Q4 | $0 | Buy |
36
+15
| +71% | – | ﹤0.01% | 5031 |
|
|
2024
Q3 | $0 | Sell |
21
-9
| -30% | – | ﹤0.01% | 4979 |
|
|
2024
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 4750 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | – | – | 3922 |
|
|
2022
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3675 |
|