Lenox Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Sell |
2
-2
| -50% | -$1K | ﹤0.01% | 716 |
|
|
2021
Q4 | $2K | Buy |
4
+3
| +300% | +$1.5K | ﹤0.01% | 730 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 755 |
|
|
2021
Q1 | – | Sell |
-46
| Closed | -$12K | – | 725 |
|
|
2020
Q4 | $12K | Buy |
+46
| New | +$12K | ﹤0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-55
| Closed | -$8K | – | 697 |
|
|
2020
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 368 |
|
|
2019
Q4 | $10K | Buy |
55
+25
| +83% | +$4.55K | ﹤0.01% | 412 |
|
|
2019
Q3 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 402 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$2K | – | 386 |
|
|
2018
Q3 | $2K | Sell |
20
-84
| -81% | -$8.4K | ﹤0.01% | 370 |
|
|
2018
Q2 | $11K | Buy |
104
+84
| +420% | +$8.89K | ﹤0.01% | 340 |
|
|
2018
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 476 |
|
|
2017
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 344 |
|