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Bellwether Advisors’s KLA KLAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,500
Closed -$7.33M 128
2024
Q1
$7.33M Buy
10,500
+496
+5% +$346K 1.61% 13
2023
Q4
$5.82M Buy
+10,004
New +$5.82M 1.43% 18