HWP
Hefty Wealth Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,366
| Closed | -$890K | – | 256 |
|
|
2017
Q1 | $890K | Buy |
+9,366
| New | +$890K | 0.65% | 61 |
|
|
2016
Q4 | – | Sell |
-14,623
| Closed | -$1.02M | – | 248 |
|
|
2016
Q3 | $1.02M | Buy |
14,623
+652
| +5% | +$45.4K | 0.77% | 46 |
|
|
2016
Q2 | $1.02M | Buy |
+13,971
| New | +$1.02M | 0.84% | 45 |
|