CWM
C2C Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-905,471
| Closed | -$413M | – | 167 |
|
|
2023
Q3 | $413M | Sell |
905,471
-5,809
| -0.6% | -$2.65M | 58.7% | 1 |
|
|
2023
Q2 | $449M | Sell |
911,280
-927
| -0.1% | -$457K | 59.34% | 1 |
|
|
2023
Q1 | $338M | Buy |
912,207
+12,526
| +1% | +$4.64M | 54.46% | 1 |
|
|
2022
Q4 | $365M | Sell |
899,681
-11,514
| -1% | -$4.67M | 63.22% | 1 |
|
|
2022
Q3 | $298M | Sell |
911,195
-2,169
| -0.2% | -$710K | 58.31% | 1 |
|
|
2022
Q2 | $316M | Sell |
913,364
-7,625
| -0.8% | -$2.64M | 57.85% | 1 |
|
|
2022
Q1 | $321M | Sell |
920,989
-12,467
| -1% | -$4.34M | 54.61% | 1 |
|
|
2021
Q4 | $401M | Buy |
+933,456
| New | +$401M | 57.66% | 1 |
|