Liberty Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,517
| Closed | -$91K | – | 238 |
|
|
2024
Q2 | $91K | Buy |
+23,517
| New | +$91K | 0.02% | 206 |
|
|
2021
Q4 | – | Sell |
-82
| Closed | -$27K | – | 676 |
|
|
2021
Q3 | $27K | Hold |
82
| – | – | 0.01% | 579 |
|
|
2021
Q2 | $17K | Sell |
82
-2
| -2% | -$415 | 0.01% | 544 |
|
|
2021
Q1 | $24K | Hold |
84
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $24K | Buy |
84
+2
| +2% | +$571 | 0.01% | 422 |
|
|
2020
Q3 | $16K | Sell |
82
-8
| -9% | -$1.56K | 0.01% | 438 |
|
|
2020
Q2 | $18K | Buy |
90
+4
| +5% | +$800 | 0.01% | 395 |
|
|
2020
Q1 | $12K | Buy |
86
+1
| +1% | +$140 | 0.01% | 436 |
|
|
2019
Q4 | $15K | Hold |
85
| – | – | 0.01% | 460 |
|
|
2019
Q3 | $14K | Buy |
85
+31
| +57% | +$5.11K | 0.01% | 456 |
|
|
2019
Q2 | $6K | Buy |
54
+4
| +8% | +$444 | 0.01% | 627 |
|
|
2019
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 541 |
|
|
2018
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 594 |
|