Kingswood Wealth 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 | $235K | Sell |
262
-53
| -17% | -$47.5K | 0.02% | 651 |
|
|
2025
Q1 | $214K | Sell |
315
-75
| -19% | -$51K | 0.02% | 666 |
|
|
2024
Q4 | $246K | Sell |
390
-108
| -22% | -$68.1K | 0.02% | 675 |
|
|
2024
Q3 | $386K | Buy |
498
+35
| +8% | +$27.1K | 0.03% | 522 |
|
|
2024
Q2 | $382K | Buy |
463
+63
| +16% | +$52K | 0.03% | 456 |
|
|
2024
Q1 | $280K | Buy |
+400
| New | +$280K | 0.03% | 501 |
|