GoalVest Advisory’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$1.36K | – | 460 |
|
|
2025
Q1 | $1.36K | Buy |
+2
| New | +$1.36K | ﹤0.01% | 322 |
|
|
2024
Q2 | – | Sell |
-62
| Closed | -$43.3K | – | 372 |
|
|
2024
Q1 | $43.3K | Sell |
62
-45
| -42% | -$31.4K | 0.01% | 203 |
|
|
2023
Q4 | $62.2K | Sell |
107
-293
| -73% | -$170K | 0.03% | 122 |
|
|
2023
Q3 | $183K | Buy |
400
+131
| +49% | +$60.1K | 0.09% | 74 |
|
|
2023
Q2 | $130K | Buy |
+269
| New | +$130K | 0.07% | 85 |
|