KWM
Kolinsky Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $260K | Sell |
413
-12
| -3% | -$7.56K | 0.16% | 127 |
|
|
2024
Q3 | $329K | Buy |
425
+17
| +4% | +$13.2K | 0.21% | 108 |
|
|
2024
Q2 | $336K | Sell |
408
-20
| -5% | -$16.5K | 0.24% | 95 |
|
|
2024
Q1 | $299K | Buy |
428
+64
| +18% | +$44.7K | 0.23% | 103 |
|
|
2023
Q4 | $212K | Buy |
+364
| New | +$212K | 0.19% | 129 |
|
|
2022
Q2 | – | Sell |
-618
| Closed | -$226K | – | 136 |
|
|
2022
Q1 | $226K | Buy |
618
+1
| +0.2% | +$366 | 0.22% | 119 |
|
|
2021
Q4 | $265K | Buy |
+617
| New | +$265K | 0.25% | 110 |
|