LWM
Lyons Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,940
| Closed | -$864K | – | 49 |
|
|
2018
Q1 | $864K | Sell |
7,940
-324
| -4% | -$35.3K | 1.31% | 18 |
|
|
2017
Q4 | $870K | Sell |
8,264
-160
| -2% | -$16.8K | 1.42% | 18 |
|
|
2017
Q3 | $894K | Buy |
8,424
+4
| +0% | +$425 | 1.34% | 13 |
|
|
2017
Q2 | $772K | Buy |
+8,420
| New | +$772K | 1.08% | 30 |
|
|
2013
Q4 | – | Sell |
-6,329
| Closed | -$385K | – | 71 |
|
|
2013
Q3 | $385K | Buy |
6,329
+1,483
| +31% | +$90.2K | 0.35% | 22 |
|
|
2013
Q2 | $270K | Buy |
+4,846
| New | +$270K | 0.27% | 44 |
|