Berman Capital Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $192K | Buy |
575
+51
| +10% | +$17K | 0.03% | 273 |
|
|
2021
Q2 | $169K | Buy |
524
+152
| +41% | +$49K | 0.03% | 265 |
|
|
2021
Q1 | $122K | Buy |
372
+98
| +36% | +$32.1K | 0.03% | 262 |
|
|
2020
Q4 | $71K | Buy |
274
+12
| +5% | +$3.11K | 0.02% | 324 |
|
|
2020
Q3 | $49K | Buy |
262
+32
| +14% | +$5.99K | 0.01% | 347 |
|
|
2020
Q2 | $44K | Buy |
230
+46
| +25% | +$8.8K | 0.01% | 352 |
|
|
2020
Q1 | $25K | Buy |
184
+92
| +100% | +$12.5K | 0.01% | 442 |
|
|
2019
Q4 | $16K | Hold |
92
| – | – | ﹤0.01% | 595 |
|
|
2019
Q3 | $14K | Hold |
92
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $10K | Buy |
92
+71
| +338% | +$7.72K | ﹤0.01% | 724 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1100 |
|
|
2018
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1019 |
|