Evoke Wealth’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 | $364K | Sell |
32,181
-265
| -0.8% | -$3K | 0.01% | 398 |
|
|
2025
Q1 | $374K | Buy |
32,446
+83
| +0.3% | +$958 | 0.01% | 318 |
|
|
2024
Q4 | $274K | Hold |
32,363
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $375K | Buy |
32,363
+16,990
| +111% | +$197K | 0.01% | 302 |
|
|
2024
Q2 | $181K | Buy |
+15,373
| New | +$181K | 0.21% | 87 |
|
|
2023
Q1 | – | Sell |
-25,583
| Closed | -$173K | – | 364 |
|
|
2022
Q4 | $173K | Hold |
25,583
| – | – | 0.01% | 341 |
|
|
2022
Q3 | $371K | Hold |
25,583
| – | – | 0.02% | 241 |
|
|
2022
Q2 | $252K | Hold |
25,583
| – | – | 0.01% | 286 |
|
|
2022
Q1 | $377K | Hold |
25,583
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $338K | Buy |
+25,583
| New | +$338K | 0.01% | 287 |
|