Alera Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $359K | Sell |
464
-9
| -2% | -$6.97K | 0.04% | 183 |
|
|
2024
Q2 | $390K | Buy |
473
+152
| +47% | +$125K | 0.05% | 164 |
|
|
2024
Q1 | $224K | Buy |
+321
| New | +$224K | 0.03% | 157 |
|
|
2019
Q2 | – | Sell |
-23
| Closed | -$3K | – | 560 |
|
|
2019
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 741 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 766 |
|