BerganKDV Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-158
| Closed | -$48K | – | 1077 |
|
|
2022
Q3 | $48K | Hold |
158
| – | – | 0.01% | 371 |
|
|
2022
Q2 | $50K | Buy |
158
+1
| +0.6% | +$316 | 0.01% | 381 |
|
|
2022
Q1 | $57K | Hold |
157
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $68K | Hold |
157
| – | – | 0.01% | 382 |
|
|
2021
Q3 | $53K | Hold |
157
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $51K | Hold |
157
| – | – | 0.01% | 380 |
|
|
2021
Q1 | $52K | Hold |
157
| – | – | 0.01% | 365 |
|
|
2020
Q4 | $41K | Buy |
+157
| New | +$41K | 0.01% | 378 |
|
|
2020
Q3 | – | Sell |
-32
| Closed | -$6K | – | 963 |
|
|
2020
Q2 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 608 |
|
|
2019
Q4 | – | Sell |
-253
| Closed | -$40K | – | 960 |
|
|
2019
Q3 | $40K | Hold |
253
| – | – | 0.01% | 352 |
|
|
2019
Q2 | $30K | Hold |
253
| – | – | 0.01% | 378 |
|
|
2019
Q1 | $30K | Sell |
253
-100
| -28% | -$11.9K | 0.01% | 389 |
|
|
2018
Q4 | $32K | Hold |
353
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $36K | Sell |
353
-447
| -56% | -$45.6K | 0.01% | 354 |
|
|
2018
Q2 | $82K | Buy |
+800
| New | +$82K | 0.02% | 266 |
|
|
2017
Q4 | – | Sell |
-2,258
| Closed | -$239K | – | 205 |
|
|
2017
Q3 | $239K | Sell |
2,258
-2,098
| -48% | -$222K | 0.06% | 172 |
|
|
2017
Q2 | $399K | Sell |
4,356
-1,916
| -31% | -$176K | 0.11% | 129 |
|
|
2017
Q1 | $596K | Sell |
6,272
-403
| -6% | -$38.3K | 0.18% | 111 |
|
|
2016
Q4 | $525K | Buy |
+6,675
| New | +$525K | 0.17% | 111 |
|
|
2016
Q2 | – | Sell |
-9,711
| Closed | -$707K | – | 139 |
|
|
2016
Q1 | $707K | Buy |
+9,711
| New | +$707K | 0.42% | 66 |
|