KFS
Kaizen Financial Strategies’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,020
| Closed | -$643K | – | 143 |
|
|
2024
Q4 | $643K | Sell |
1,020
-30
| -3% | -$18.9K | 0.36% | 47 |
|
|
2024
Q3 | $813K | Hold |
1,050
| – | – | 0.47% | 38 |
|
|
2024
Q2 | $797K | Sell |
1,050
-105
| -9% | -$79.7K | 0.5% | 34 |
|
|
2024
Q1 | $807K | Hold |
1,155
| – | – | 0.55% | 33 |
|
|
2023
Q4 | $671K | Hold |
1,155
| – | – | 0.51% | 36 |
|
|
2023
Q3 | $530K | Sell |
1,155
-10
| -0.9% | -$4.59K | 0.45% | 39 |
|
|
2023
Q2 | $543K | Hold |
1,165
| – | – | 0.46% | 39 |
|
|
2023
Q1 | $465K | Sell |
1,165
-85
| -7% | -$33.9K | 0.46% | 41 |
|
|
2022
Q4 | $525K | Sell |
1,250
-50
| -4% | -$21K | 0.52% | 45 |
|
|
2022
Q3 | $393K | Sell |
1,300
-50
| -4% | -$15.1K | 0.4% | 60 |
|
|
2022
Q2 | $431K | Sell |
1,350
-100
| -7% | -$31.9K | 0.43% | 63 |
|
|
2022
Q1 | $531K | Buy |
1,450
+150
| +12% | +$54.9K | 0.42% | 62 |
|
|
2021
Q4 | $559K | Hold |
1,300
| – | – | 0.42% | 62 |
|
|
2021
Q3 | $435K | Buy |
+1,300
| New | +$435K | 0.35% | 76 |
|
|
2021
Q1 | $463K | Buy |
+1,400
| New | +$463K | 0.44% | 68 |
|