Affinity Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,573
| Closed | -$280K | – | 78 |
|
|
2019
Q4 | $280K | Hold |
1,573
| – | – | 0.1% | 76 |
|
|
2019
Q3 | $251K | Buy |
+1,573
| New | +$251K | 0.1% | 79 |
|
|
2019
Q2 | – | Sell |
-1,978
| Closed | -$236K | – | 104 |
|
|
2019
Q1 | $236K | Buy |
+1,978
| New | +$236K | 0.09% | 94 |
|
|
2017
Q3 | $287K | Hold |
2,707
| – | – | 0.18% | 50 |
|
|
2017
Q2 | $248K | Buy |
2,707
+254
| +10% | +$23.3K | 0.16% | 52 |
|
|
2017
Q1 | $233K | Buy |
+2,453
| New | +$233K | 0.13% | 59 |
|