CWA
Clarus Wealth Advisors’s KLA KLAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-525
| Closed | -$228K | – | 123 |
|
2021
Q4 | $228K | Buy |
+525
| New | +$228K | 0.13% | 92 |
|
2019
Q3 | – | Sell |
-16
| Closed | -$2K | – | 374 |
|
2019
Q2 | $2K | Sell |
16
-13
| -45% | -$1.63K | ﹤0.01% | 560 |
|
2019
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 637 |
|
2018
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 625 |
|
2018
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 658 |
|
2018
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 665 |
|