CBA
Coastal Bridge Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
+590
| New | +$528K | 0.04% | 282 |
|
|
2025
Q1 | – | Sell |
-489
| Closed | -$308K | – | 337 |
|
|
2024
Q4 | $308K | Hold |
489
| – | – | 0.08% | 114 |
|
|
2024
Q3 | $379K | Hold |
489
| – | – | 0.09% | 108 |
|
|
2024
Q2 | $403K | Buy |
489
+3
| +0.6% | +$2.47K | 0.1% | 102 |
|
|
2024
Q1 | $340K | Hold |
486
| – | – | 0.08% | 113 |
|
|
2023
Q4 | $283K | Hold |
486
| – | – | 0.07% | 121 |
|
|
2023
Q3 | $223K | Hold |
486
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $236K | Buy |
+486
| New | +$236K | 0.06% | 129 |
|
|
2022
Q1 | – | Sell |
-486
| Closed | -$209K | – | 193 |
|
|
2021
Q4 | $209K | Buy |
+486
| New | +$209K | 0.04% | 178 |
|