Concert Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,763
| Closed | -$746K | – | 691 |
|
|
2015
Q4 | $746K | Buy |
10,763
+6,382
| +146% | +$442K | 0.1% | 256 |
|
|
2015
Q3 | $220K | Sell |
4,381
-1,210
| -22% | -$60.8K | 0.03% | 582 |
|
|
2015
Q2 | $314K | Buy |
+5,591
| New | +$314K | 0.04% | 476 |
|
|
2015
Q1 | – | Sell |
-4,632
| Closed | -$326K | – | 564 |
|
|
2014
Q4 | $326K | Buy |
+4,632
| New | +$326K | 0.05% | 430 |
|