Beacon Investment Advisory Services’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,500
| Closed | -$1.61M | – | 275 |
|
|
2023
Q3 | $1.61M | Hold |
3,500
| – | – | 0.08% | 128 |
|
|
2023
Q2 | $1.7M | Buy |
+3,500
| New | +$1.7M | 0.08% | 132 |
|
|
2019
Q1 | – | Sell |
-3,500
| Closed | -$313K | – | 246 |
|
|
2018
Q4 | $313K | Hold |
3,500
| – | – | 0.03% | 200 |
|
|
2018
Q3 | $356K | Sell |
3,500
-32
| -0.9% | -$3.26K | 0.03% | 199 |
|
|
2018
Q2 | $362K | Buy |
3,532
+32
| +0.9% | +$3.28K | 0.04% | 191 |
|
|
2018
Q1 | $382K | Buy |
+3,500
| New | +$382K | 0.04% | 180 |
|