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Mindset Wealth Management’s KLA KLAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$889K Buy
992
+22
+2% +$19.7K 0.29% 34
2025
Q1
$659K Sell
970
-86
-8% -$58.5K 0.26% 45
2024
Q4
$665K Sell
1,056
-68
-6% -$42.8K 0.24% 42
2024
Q3
$870K Buy
+1,124
New +$870K 0.36% 24