Evergreen Private Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7K | Hold |
32
| – | – | 0.01% | 131 |
|
|
2025
Q1 | $21.8K | Hold |
32
| – | – | 0.01% | 138 |
|
|
2024
Q4 | $20.2K | Hold |
32
| – | – | 0.01% | 146 |
|
|
2024
Q3 | $24.8K | Hold |
32
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $26.4K | Sell |
32
-69
| -68% | -$56.9K | 0.01% | 134 |
|
|
2024
Q1 | $70.3K | Hold |
101
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $58.5K | Buy |
+101
| New | +$58.5K | 0.03% | 106 |
|