Lake Street Advisors Group’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $674K | Sell |
1,070
-205
| -16% | -$129K | 0.03% | 280 |
|
2024
Q3 | $987K | Buy |
1,275
+43
| +3% | +$33.3K | 0.05% | 217 |
|
2024
Q2 | $1.02M | Sell |
1,232
-57
| -4% | -$47K | 0.05% | 212 |
|
2024
Q1 | $900K | Buy |
1,289
+19
| +1% | +$13.3K | 0.04% | 243 |
|
2023
Q4 | $738K | Buy |
+1,270
| New | +$738K | 0.04% | 267 |
|
2021
Q3 | – | Sell |
-618
| Closed | -$203K | – | 335 |
|
2021
Q2 | $203K | Buy |
+618
| New | +$203K | 0.02% | 311 |
|