Dogwood Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Buy |
14
+6
| +75% | +$5.52K | 0.01% | 230 |
|
|
2025
Q1 | $5.44K | Buy |
+8
| New | +$5.44K | ﹤0.01% | 239 |
|
|
2024
Q4 | – | Hold |
0
| – | -$13 | – | 488 |
|
|
2024
Q3 | – | Hold |
0
| – | -$13 | – | 234 |
|
|
2024
Q2 | – | Hold |
0
| – | -$11 | – | 277 |
|
|
2024
Q1 | – | Hold |
0
| – | -$14 | – | 279 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 260 |
|