Integrated Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23
| Closed | -$2K | – | 662 |
|
|
2016
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 1070 |
|
|
2016
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 1081 |
|
|
2016
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 1005 |
|
|
2015
Q4 | $2K | Sell |
23
-165
| -88% | -$14.3K | ﹤0.01% | 1096 |
|
|
2015
Q3 | $9K | Hold |
188
| – | – | ﹤0.01% | 789 |
|
|
2015
Q2 | $11K | Sell |
188
-7
| -4% | -$410 | ﹤0.01% | 770 |
|
|
2015
Q1 | $11K | Buy |
+195
| New | +$11K | ﹤0.01% | 743 |
|