Creative Planning’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
33,380
+5,573
| +20% | +$63K | ﹤0.01% | 2695 |
|
|
2025
Q1 | $321K | Buy |
27,807
+27,694
| +24,508% | +$320K | ﹤0.01% | 2684 |
|
|
2024
Q4 | $957 | Buy |
+113
| New | +$957 | ﹤0.01% | 3499 |
|
|
2017
Q1 | – | Sell |
-142
| Closed | -$1K | – | 4592 |
|
|
2016
Q4 | $1K | Buy |
+142
| New | +$1K | ﹤0.01% | 4301 |
|