MSH Capital Advisors’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 |
-321
| Closed | -$265K | – | 232 |
|
2024
Q2 | $265K | Buy |
321
+9
| +3% | +$7.42K | 0.09% | 194 |
|
2024
Q1 | $218K | Sell |
312
-357
| -53% | -$249K | 0.08% | 197 |
|
2023
Q4 | $389K | Sell |
669
-54
| -7% | -$31.4K | 0.15% | 145 |
|
2023
Q3 | $332K | Hold |
723
| – | – | 0.13% | 160 |
|
2023
Q2 | $351K | Sell |
723
-274
| -27% | -$133K | 0.13% | 160 |
|
2023
Q1 | $398K | Buy |
997
+25
| +3% | +$9.98K | 0.17% | 133 |
|
2022
Q4 | $367K | Buy |
972
+2
| +0.2% | +$754 | 0.17% | 128 |
|
2022
Q3 | $294K | Buy |
970
+18
| +2% | +$5.45K | 0.14% | 144 |
|
2022
Q2 | $304K | Buy |
952
+62
| +7% | +$19.8K | 0.14% | 144 |
|
2022
Q1 | $326K | Buy |
890
+122
| +16% | +$44.7K | 0.13% | 150 |
|
2021
Q4 | $330K | Buy |
+768
| New | +$330K | 0.15% | 141 |
|