Valeo Financial Advisors’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-142
| Closed | -$3K | – | 2010 |
|
|
2020
Q4 | $3K | Hold |
142
| – | – | ﹤0.01% | 1439 |
|
|
2020
Q3 | $2K | Hold |
142
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q2 | $2K | Hold |
142
| – | – | ﹤0.01% | 1685 |
|
|
2020
Q1 | $1K | Hold |
142
| – | – | ﹤0.01% | 1612 |
|
|
2019
Q4 | $3K | Hold |
142
| – | – | ﹤0.01% | 1380 |
|
|
2019
Q3 | $2K | Hold |
142
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q2 | $3K | Hold |
142
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q1 | $4K | Hold |
142
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q4 | $3K | Hold |
142
| – | – | ﹤0.01% | 1200 |
|
|
2018
Q3 | $3K | Hold |
142
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q2 | $2K | Hold |
142
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q1 | $1K | Hold |
142
| – | – | ﹤0.01% | 1435 |
|
|
2017
Q4 | $1K | Hold |
142
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q3 | $1K | Buy |
+142
| New | +$1K | ﹤0.01% | 1095 |
|