AWA
Artemis Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,500
| Closed | -$4.26M | – | 41 |
|
|
2024
Q3 | $4.26M | Hold |
5,500
| – | – | 0.42% | 13 |
|
|
2024
Q2 | $4.53M | Hold |
5,500
| – | – | 0.43% | 13 |
|
|
2024
Q1 | $3.84M | Buy |
+5,500
| New | +$3.84M | 0.39% | 13 |
|
|
2022
Q1 | – | Sell |
-16,000
| Closed | -$6.88M | – | 68 |
|
|
2021
Q4 | $6.88M | Hold |
16,000
| – | – | 0.85% | 9 |
|
|
2021
Q3 | $5.35M | Buy |
+16,000
| New | +$5.35M | 0.75% | 11 |
|