AR
Advisory Research’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-866
| Closed | -$397K | – | 403 |
|
|
2023
Q3 | $397K | Sell |
866
-13
| -1% | -$5.96K | 0.06% | 313 |
|
|
2023
Q2 | $426K | Buy |
+879
| New | +$426K | 0.05% | 312 |
|
|
2021
Q3 | – | Sell |
-25,250
| Closed | -$8.19M | – | 384 |
|
|
2021
Q2 | $8.19M | Sell |
25,250
-26
| -0.1% | -$8.43K | 0.54% | 62 |
|
|
2021
Q1 | $8.35M | Sell |
25,276
-343
| -1% | -$113K | 0.59% | 64 |
|
|
2020
Q4 | $6.63M | Buy |
25,619
+20,240
| +376% | +$5.24M | 0.49% | 72 |
|
|
2020
Q3 | $1.04M | Sell |
5,379
-830
| -13% | -$161K | 0.1% | 172 |
|
|
2020
Q2 | $1.21M | Buy |
+6,209
| New | +$1.21M | 0.11% | 152 |
|
|
2019
Q3 | – | Sell |
-5,471
| Closed | -$647K | – | 335 |
|
|
2019
Q2 | $647K | Buy |
+5,471
| New | +$647K | 0.01% | 286 |
|
|
2014
Q2 | – | Sell |
-1,063
| Closed | -$73K | – | 507 |
|
|
2014
Q1 | $73K | Buy |
+1,063
| New | +$73K | ﹤0.01% | 387 |
|