JWM
Janiczek Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $68.4K | Buy |
83
+9
| +12% | +$7.42K | 0.01% | 353 |
|
|
2024
Q1 | $51.7K | Hold |
74
| – | – | 0.01% | 410 |
|
|
2023
Q4 | $43K | Hold |
74
| – | – | 0.01% | 411 |
|
|
2023
Q3 | $33.9K | Buy |
+74
| New | +$33.9K | 0.01% | 428 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 1058 |
|
|
2022
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 991 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 880 |
|
|
2022
Q1 | $0 | Sell |
2
-49
| -96% | – | ﹤0.01% | 1012 |
|
|
2021
Q4 | $22K | Sell |
51
-20
| -28% | -$8.63K | 0.01% | 461 |
|
|
2021
Q3 | $24K | Buy |
+71
| New | +$24K | 0.01% | 423 |
|
|
2020
Q3 | – | Sell |
-28
| Closed | -$5K | – | 684 |
|
|
2020
Q2 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 184 |
|