MGWM
Marks Group Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,004
| Closed | -$6.79M | – | 284 |
|
|
2022
Q4 | $6.79M | Sell |
18,004
-659
| -4% | -$248K | 0.93% | 24 |
|
|
2022
Q3 | $5.65M | Buy |
18,663
+398
| +2% | +$120K | 0.86% | 42 |
|
|
2022
Q2 | $5.83M | Buy |
18,265
+1,244
| +7% | +$397K | 0.84% | 34 |
|
|
2022
Q1 | $6.23M | Buy |
17,021
+1,273
| +8% | +$466K | 0.78% | 45 |
|
|
2021
Q4 | $6.76M | Sell |
15,748
-2,320
| -13% | -$996K | 0.82% | 32 |
|
|
2021
Q3 | $6.03M | Sell |
18,068
-87
| -0.5% | -$29K | 0.82% | 39 |
|
|
2021
Q2 | $5.9M | Buy |
+18,155
| New | +$5.9M | 0.81% | 33 |
|