Octavia Wealth 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	-255	Closed	-$210K	–	228
2024 Q2	$210K	Sell	255 -36	-12%	-$29.7K	0.03%	204
2024 Q1	$203K	Sell	291 -67	-19%	-$46.8K	0.03%	211
2023 Q4	$208K	Buy	+358	New	+$208K	0.04%	211