Crewe Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-93
| Closed | -$76.7K | – | 859 |
|
|
2024
Q2 | $76.7K | Buy |
93
+65
| +232% | +$53.6K | 0.01% | 305 |
|
|
2024
Q1 | $19.6K | Buy |
+28
| New | +$19.6K | ﹤0.01% | 498 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$486 | – | 760 |
|
|
2023
Q2 | $486 | Buy |
+1
| New | +$486 | ﹤0.01% | 630 |
|
|
2022
Q4 | – | Sell |
-69
| Closed | -$21K | – | 1160 |
|
|
2022
Q3 | $21K | Buy |
69
+24
| +53% | +$7.3K | ﹤0.01% | 453 |
|
|
2022
Q2 | $14K | Buy |
+45
| New | +$14K | ﹤0.01% | 517 |
|
|
2021
Q4 | – | Sell |
-19
| Closed | -$6K | – | 431 |
|
|
2021
Q3 | $6K | Hold |
19
| – | – | ﹤0.01% | 291 |
|
|
2021
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 318 |
|
|
2021
Q1 | $6K | Hold |
19
| – | – | ﹤0.01% | 351 |
|
|
2020
Q4 | $5K | Sell |
19
-1
| -5% | -$263 | ﹤0.01% | 355 |
|
|
2020
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 402 |
|