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Capital Advisors Wealth Management’s KLA KLAC Stock Holding History

Capital Advisors Wealth Management’s Portfolio KLAC Stock Details KLAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$233K Buy
+260
New +$233K 0.04% 177
2024
Q3 		– Sell
-256
Closed -$211K – 173
2024
Q2 		$211K Buy
+256
New +$211K 0.04% 151