Cedar Brook Financial Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-621
| Closed | -$434K | – | 237 |
|
|
2024
Q1 | $434K | Sell |
621
-8
| -1% | -$5.59K | 0.09% | 228 |
|
|
2023
Q4 | $354K | Sell |
629
-12
| -2% | -$6.75K | 0.08% | 256 |
|
|
2023
Q3 | $294K | Sell |
641
-84
| -12% | -$38.5K | 0.08% | 259 |
|
|
2023
Q2 | $352K | Sell |
725
-13
| -2% | -$6.31K | 0.08% | 247 |
|
|
2023
Q1 | $295K | Sell |
738
-5
| -0.7% | -$2K | 0.08% | 272 |
|
|
2022
Q4 | $280K | Buy |
+743
| New | +$280K | 0.08% | 276 |
|
|
2022
Q3 | – | Sell |
-935
| Closed | -$298K | – | 360 |
|
|
2022
Q2 | $298K | Sell |
935
-126
| -12% | -$40.2K | 0.09% | 238 |
|
|
2022
Q1 | $388K | Buy |
1,061
+62
| +6% | +$22.7K | 0.1% | 220 |
|
|
2021
Q4 | $430K | Buy |
999
+45
| +5% | +$19.4K | 0.11% | 205 |
|
|
2021
Q3 | $319K | Buy |
954
+51
| +6% | +$17.1K | 0.1% | 235 |
|
|
2021
Q2 | $293K | Buy |
903
+39
| +5% | +$12.7K | 0.08% | 277 |
|
|
2021
Q1 | $285K | Buy |
+864
| New | +$285K | 0.1% | 234 |
|