Commonwealth Retirement Investments’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
1,155
-54
-4% -$48.4K 0.39% 69
2025
Q1
$822K Sell
1,209
-9
-0.7% -$6.12K 0.33% 67
2024
Q4
$768K Sell
1,218
-18
-1% -$11.3K 0.32% 68
2024
Q3
$957K Sell
1,236
-80
-6% -$62K 0.4% 65
2024
Q2
$1.09M Sell
1,316
-1,494
-53% -$1.23M 0.5% 56
2024
Q1
$1.96M Sell
2,810
-45
-2% -$31.4K 0.94% 32
2023
Q4
$1.66M Sell
2,855
-48
-2% -$27.9K 0.88% 34
2023
Q3
$1.33M Buy
+2,903
New +$1.33M 0.77% 35