BSW Wealth Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
375
+6
| +2% | +$5.38K | 0.05% | 224 |
|
|
2025
Q1 | $251K | Sell |
369
-18
| -5% | -$12.2K | 0.04% | 256 |
|
|
2024
Q4 | $244K | Buy |
387
+30
| +8% | +$18.9K | 0.04% | 268 |
|
|
2024
Q3 | $276K | Buy |
357
+67
| +23% | +$51.9K | 0.04% | 233 |
|
|
2024
Q2 | $239K | Sell |
290
-3
| -1% | -$2.47K | 0.04% | 254 |
|
|
2024
Q1 | $205K | Buy |
+293
| New | +$205K | 0.03% | 281 |
|