EWP
Elevation Wealth Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
287
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $195K | Buy |
287
+1
| +0.3% | +$679 | 0.08% | 111 |
|
|
2024
Q4 | $180K | Buy |
286
+1
| +0.4% | +$630 | 0.08% | 121 |
|
|
2024
Q3 | $221K | Hold |
285
| – | – | 0.09% | 107 |
|
|
2024
Q2 | $235K | Buy |
285
+1
| +0.4% | +$823 | 0.11% | 100 |
|
|
2024
Q1 | $198K | Sell |
284
-185
| -39% | -$129K | 0.1% | 109 |
|
|
2023
Q4 | $215K | Hold |
469
| – | – | 0.13% | 96 |
|
|
2023
Q3 | $215K | Hold |
469
| – | – | 0.19% | 54 |
|
|
2023
Q2 | $227K | Hold |
469
| – | – | 0.19% | 54 |
|
|
2023
Q1 | $187K | Buy |
+469
| New | +$187K | 0.17% | 65 |
|