First Foundation Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-86
| Closed | -$70.9K | – | 400 |
|
|
2024
Q2 | $70.9K | Sell |
86
-34
| -28% | -$28K | ﹤0.01% | 388 |
|
|
2024
Q1 | $83.8K | Sell |
120
-5
| -4% | -$3.49K | ﹤0.01% | 387 |
|
|
2023
Q4 | $72.7K | Sell |
125
-439
| -78% | -$255K | ﹤0.01% | 402 |
|
|
2023
Q3 | $259K | Sell |
564
-61
| -10% | -$28K | 0.01% | 345 |
|
|
2023
Q2 | $303K | Sell |
625
-211
| -25% | -$102K | 0.01% | 315 |
|
|
2023
Q1 | $334K | Buy |
836
+121
| +17% | +$48.3K | 0.02% | 284 |
|
|
2022
Q4 | $270K | Buy |
+715
| New | +$270K | 0.01% | 322 |
|