EP Wealth Advisors’s Kulicke & Soffa KLIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,500
| Closed | -$213K | – | 261 |
|
|
2018
Q4 | $213K | Buy |
10,500
+500
| +5% | +$10.1K | 0.02% | 239 |
|
|
2018
Q3 | $238K | Hold |
10,000
| – | – | 0.02% | 249 |
|
|
2018
Q2 | $238K | Hold |
10,000
| – | – | 0.02% | 165 |
|
|
2018
Q1 | $250K | Hold |
10,000
| – | – | 0.02% | 175 |
|
|
2017
Q4 | $243K | Buy |
+10,000
| New | +$243K | 0.03% | 169 |
|