Patriot Financial Group Insurance Agency’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-370
| Closed | -$286K | – | 508 |
|
|
2024
Q3 | $286K | Buy |
370
+81
| +28% | +$62.7K | 0.04% | 394 |
|
|
2024
Q2 | $238K | Sell |
289
-10
| -3% | -$8.25K | 0.04% | 418 |
|
|
2024
Q1 | $209K | Buy |
+299
| New | +$209K | 0.03% | 437 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$5K | – | 1239 |
|
|
2022
Q2 | $5K | Sell |
17
-5
| -23% | -$1.47K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $8K | Buy |
22
+2
| +10% | +$727 | ﹤0.01% | 1447 |
|
|
2021
Q4 | $9K | Buy |
20
+6
| +43% | +$2.7K | ﹤0.01% | 1533 |
|
|
2021
Q3 | $5K | Buy |
14
+5
| +56% | +$1.79K | ﹤0.01% | 1696 |
|
|
2021
Q2 | $3K | Sell |
9
-4
| -31% | -$1.33K | ﹤0.01% | 1788 |
|
|
2021
Q1 | $4K | Sell |
13
-104
| -89% | -$32K | ﹤0.01% | 1626 |
|
|
2020
Q4 | $30K | Hold |
117
| – | – | 0.01% | 851 |
|
|
2020
Q3 | $23K | Sell |
117
-8
| -6% | -$1.57K | 0.01% | 752 |
|
|
2020
Q2 | $24K | Hold |
125
| – | – | 0.01% | 701 |
|
|
2020
Q1 | $18K | Sell |
125
-59
| -32% | -$8.5K | 0.01% | 690 |
|
|
2019
Q4 | $33K | Buy |
184
+125
| +212% | +$22.4K | 0.01% | 570 |
|
|
2019
Q3 | $9K | Buy |
59
+37
| +168% | +$5.64K | ﹤0.01% | 828 |
|
|
2019
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 951 |
|
|
2018
Q2 | – | Sell |
-27
| Closed | -$3K | – | 776 |
|
|
2018
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 825 |
|
|
2017
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 821 |
|
|
2017
Q3 | $3K | Sell |
27
-83
| -75% | -$9.22K | ﹤0.01% | 785 |
|
|
2017
Q2 | $11K | Buy |
+110
| New | +$11K | 0.01% | 515 |
|