JNBA Financial Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3
| Closed | -$2.1K | – | 658 |
|
2024
Q1 | $2.1K | Sell |
3
-4
| -57% | -$2.8K | ﹤0.01% | 602 |
|
2023
Q4 | $4.07K | Sell |
7
-6
| -46% | -$3.49K | ﹤0.01% | 554 |
|
2023
Q3 | $5.96K | Buy |
13
+6
| +86% | +$2.75K | ﹤0.01% | 521 |
|
2023
Q2 | $3.4K | Buy |
7
+3
| +75% | +$1.46K | ﹤0.01% | 579 |
|
2023
Q1 | $1.6K | Buy |
+4
| New | +$1.6K | ﹤0.01% | 629 |
|
2022
Q2 | – | Sell |
-38
| Closed | -$14K | – | 733 |
|
2022
Q1 | $14K | Buy |
+38
| New | +$14K | ﹤0.01% | 459 |
|
2018
Q4 | – | Sell |
-2,441
| Closed | -$248K | – | 638 |
|
2018
Q3 | $248K | Buy |
+2,441
| New | +$248K | 0.11% | 112 |
|
2016
Q4 | – | Sell |
-168
| Closed | -$12K | – | 932 |
|
2016
Q3 | $12K | Buy |
+168
| New | +$12K | ﹤0.01% | 971 |
|