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