Creative Planning’s KALA BIO KALA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-284
| Closed | -$3K | – | 2429 |
|
|
2022
Q3 | $3K | Hold |
284
| – | – | ﹤0.01% | 2209 |
|
|
2022
Q2 | $4K | Buy |
+284
| New | +$4K | ﹤0.01% | 2174 |
|
|
2021
Q2 | – | Sell |
-385
| Closed | -$130K | – | 2172 |
|
|
2021
Q1 | $130K | Buy |
+385
| New | +$130K | ﹤0.01% | 2146 |
|