CWS
Confluence Wealth Services’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
2,192
-59
| -3% | -$52.8K | 0.11% | 96 |
|
|
2025
Q1 | $1.48M | Buy |
+2,251
| New | +$1.48M | 0.09% | 108 |
|
|
2024
Q2 | – | Sell |
-299
| Closed | -$209K | – | 367 |
|
|
2024
Q1 | $209K | Buy |
+299
| New | +$209K | 0.02% | 325 |
|
|
2022
Q1 | – | Sell |
-357
| Closed | -$153K | – | 725 |
|
|
2021
Q4 | $153K | Buy |
+357
| New | +$153K | 0.05% | 256 |
|