Rockefeller Capital Management’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,323
| Closed | -$8K | – | 2988 |
|
|
2022
Q4 | $8K | Hold |
1,323
| – | – | ﹤0.01% | 3185 |
|
|
2022
Q3 | $19K | Hold |
1,323
| – | – | ﹤0.01% | 2798 |
|
|
2022
Q2 | $13K | Buy |
1,323
+73
| +6% | +$717 | ﹤0.01% | 2984 |
|
|
2022
Q1 | $18K | Hold |
1,250
| – | – | ﹤0.01% | 2764 |
|
|
2021
Q4 | $16K | Hold |
1,250
| – | – | ﹤0.01% | 2749 |
|
|
2021
Q3 | $21K | Buy |
1,250
+250
| +25% | +$4.2K | ﹤0.01% | 2569 |
|
|
2021
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 2427 |
|
|
2021
Q1 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 2185 |
|
|
2020
Q4 | $18K | Sell |
1,000
-500
| -33% | -$9K | ﹤0.01% | 2045 |
|
|
2020
Q3 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q2 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 1705 |
|
|
2020
Q1 | $11K | Hold |
1,500
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q4 | $27K | Buy |
+1,500
| New | +$27K | ﹤0.01% | 1304 |
|