DWS
Dynamic Wealth Strategies’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
259
-24
| -8% | -$21.5K | 0.17% | 60 |
|
|
2025
Q1 | $192K | Buy |
+283
| New | +$192K | 0.16% | 69 |
|
|
2024
Q4 | – | Sell |
-296
| Closed | -$229K | – | 158 |
|
|
2024
Q3 | $229K | Buy |
296
+1
| +0.3% | +$774 | 0.19% | 61 |
|
|
2024
Q2 | $243K | Hold |
295
| – | – | 0.21% | 58 |
|
|
2024
Q1 | $206K | Sell |
295
-2
| -0.7% | -$1.4K | 0.18% | 60 |
|
|
2023
Q4 | $173K | Buy |
+297
| New | +$173K | 0.16% | 66 |
|