Cassady Schiller Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $15.8K | Buy |
25
+19
| +317% | +$12K | 0.01% | 303 |
|
2024
Q3 | $4.65K | Hold |
6
| – | – | ﹤0.01% | 352 |
|
2024
Q2 | $4.95K | Hold |
6
| – | – | ﹤0.01% | 348 |
|
2024
Q1 | $4.19K | Buy |
+6
| New | +$4.19K | ﹤0.01% | 382 |
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 363 |
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 469 |
|