Financial Synergies Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$1.4K | – | 268 |
|
|
2024
Q1 | $1.4K | Hold |
2
| – | – | ﹤0.01% | 362 |
|
|
2023
Q4 | $755 | Hold |
2
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $918 | Hold |
2
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $971 | Hold |
2
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $799 | Hold |
2
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $755 | Hold |
2
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $606 | Hold |
2
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $639 | Buy |
+2
| New | +$639 | ﹤0.01% | 356 |
|