Davis Investment Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,715
| Closed | -$937K | – | 120 |
|
|
2023
Q4 | $937K | Buy |
1,715
+143
| +9% | +$78.1K | 0.45% | 42 |
|
|
2023
Q3 | $725K | Buy |
1,572
+6
| +0.4% | +$2.77K | 0.39% | 46 |
|
|
2023
Q2 | $705K | Hold |
1,566
| – | – | 0.34% | 54 |
|
|
2023
Q1 | $615K | Hold |
1,566
| – | – | 0.33% | 51 |
|
|
2022
Q4 | $631K | Buy |
+1,566
| New | +$631K | 0.32% | 60 |
|