Invenio Wealth Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
464
+41
| +10% | +$36.7K | 0.17% | 63 |
|
|
2025
Q1 | $288K | Sell |
423
-14
| -3% | -$9.52K | 0.12% | 72 |
|
|
2024
Q4 | $275K | Buy |
437
+9
| +2% | +$5.67K | 0.12% | 82 |
|
|
2024
Q3 | $331K | Buy |
428
+52
| +14% | +$40.3K | 0.14% | 66 |
|
|
2024
Q2 | $310K | Buy |
376
+40
| +12% | +$33K | 0.15% | 69 |
|
|
2024
Q1 | $235K | Buy |
+336
| New | +$235K | 0.13% | 89 |
|