J.W. Cole Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
1,319
+86
| +7% | +$77K | 0.03% | 611 |
|
|
2025
Q1 | $838K | Buy |
1,233
+858
| +229% | +$583K | 0.03% | 594 |
|
|
2024
Q4 | $236K | Buy |
375
+78
| +26% | +$49.1K | 0.01% | 852 |
|
|
2024
Q3 | $230K | Buy |
297
+2
| +0.7% | +$1.55K | 0.01% | 856 |
|
|
2024
Q2 | $243K | Sell |
295
-17
| -5% | -$14K | 0.01% | 779 |
|
|
2024
Q1 | $218K | Buy |
+312
| New | +$218K | 0.01% | 804 |
|