Financial Strategies Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,340
| Closed | -$2.6M | – | 80 |
|
2023
Q3 | $2.6M | Buy |
5,340
+354
| +7% | +$172K | 0.82% | 28 |
|
2023
Q2 | $2.42M | Buy |
4,986
+1,386
| +39% | +$672K | 0.77% | 30 |
|
2023
Q1 | $1.44M | Buy |
3,600
+349
| +11% | +$139K | 0.55% | 35 |
|
2022
Q4 | $1.23M | Buy |
3,251
+241
| +8% | +$90.9K | 0.51% | 38 |
|
2022
Q3 | $911K | Buy |
+3,010
| New | +$911K | 0.41% | 44 |
|