Keudell/Morrison Wealth Management’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-637
Closed -$274K 190
2021
Q4
$274K Sell
637
-127
-17% -$54.6K 0.11% 151
2021
Q3
$256K Sell
764
-140
-15% -$46.9K 0.11% 148
2021
Q2
$293K Buy
904
+140
+18% +$45.4K 0.16% 139
2021
Q1
$252K Buy
+764
New +$252K 0.15% 143