9258 Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $221K | Hold |
286
| – | – | 0.03% | 325 |
|
|
2024
Q2 | $236K | Sell |
286
-61
| -18% | -$50.3K | 0.04% | 304 |
|
|
2024
Q1 | $242K | Sell |
347
-14
| -4% | -$9.78K | 0.04% | 293 |
|
|
2023
Q4 | $210K | Buy |
+361
| New | +$210K | 0.04% | 300 |
|
|
2023
Q1 | – | Sell |
-556
| Closed | -$210K | – | 328 |
|
|
2022
Q4 | $210K | Buy |
+556
| New | +$210K | 0.05% | 303 |
|