Bogart Wealth LLC’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
4,914
-1,147
| -19% | -$1.03M | 0.19% | 95 |
|
|
2025
Q1 | $4.12M | Sell |
6,061
-50
| -0.8% | -$34K | 0.19% | 94 |
|
|
2024
Q4 | $3.85M | Buy |
6,111
+976
| +19% | +$615K | 0.18% | 101 |
|
|
2024
Q3 | $3.98M | Sell |
5,135
-119
| -2% | -$92.2K | 0.19% | 99 |
|
|
2024
Q2 | $4.33M | Buy |
5,254
+5,154
| +5,154% | +$4.25M | 0.22% | 91 |
|
|
2024
Q1 | $69.9K | Buy |
+100
| New | +$69.9K | ﹤0.01% | 330 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$22.9K | – | 1104 |
|
|
2023
Q3 | $22.9K | Buy |
+50
| New | +$22.9K | ﹤0.01% | 458 |
|