CWM
Campbell Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $213K | Buy |
+339
| New | +$213K | 0.02% | 90 |
|
|
2024
Q2 | – | Sell |
-337
| Closed | -$236K | – | 70 |
|
|
2024
Q1 | $236K | Buy |
+337
| New | +$236K | 0.02% | 79 |
|
|
2020
Q3 | – | Sell |
-355
| Closed | -$69K | – | 220 |
|
|
2020
Q2 | $69K | Buy |
+355
| New | +$69K | 0.01% | 123 |
|