OMCS
Old Mutual Customised Solutions’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $472K | Hold |
4,600
| – | – | 0.05% | 413 |
|
|
2018
Q1 | $501K | Hold |
4,600
| – | – | 0.05% | 385 |
|
|
2017
Q4 | $483K | Hold |
4,600
| – | – | 0.05% | 400 |
|
|
2017
Q3 | $488K | Buy |
4,600
+1,100
| +31% | +$117K | 0.07% | 335 |
|
|
2017
Q2 | $320K | Buy |
3,500
+2,300
| +192% | +$210K | 0.05% | 426 |
|
|
2017
Q1 | $114K | Hold |
1,200
| – | – | 0.02% | 636 |
|
|
2016
Q4 | $94K | Buy |
+1,200
| New | +$94K | 0.02% | 666 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$8K | – | 734 |
|
|
2014
Q3 | $8K | Sell |
100
-800
| -89% | -$64K | ﹤0.01% | 712 |
|
|
2014
Q2 | $65K | Hold |
900
| – | – | 0.02% | 661 |
|
|
2014
Q1 | $62K | Hold |
900
| – | – | 0.02% | 668 |
|
|
2013
Q4 | $58K | Buy |
900
+600
| +200% | +$38.7K | 0.02% | 678 |
|
|
2013
Q3 | $18K | Hold |
300
| – | – | 0.01% | 764 |
|
|
2013
Q2 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 1351 |
|