One Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-854
| Closed | -$597K | – | 251 |
|
|
2024
Q1 | $597K | Sell |
854
-182
| -18% | -$127K | 0.1% | 110 |
|
|
2023
Q4 | $602K | Sell |
1,036
-426
| -29% | -$248K | 0.12% | 92 |
|
|
2023
Q3 | $671K | Buy |
1,462
+124
| +9% | +$56.9K | 0.15% | 79 |
|
|
2023
Q2 | $649K | Buy |
1,338
+546
| +69% | +$265K | 0.14% | 84 |
|
|
2023
Q1 | $316K | Sell |
792
-2
| -0.3% | -$798 | 0.07% | 145 |
|
|
2022
Q4 | $299K | Buy |
+794
| New | +$299K | 0.07% | 145 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 556 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 569 |
|