PPWM
PFG Private Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-79
| Closed | -$36.2K | – | 268 |
|
|
2023
Q3 | $36.2K | Sell |
79
-157
| -67% | -$72K | 0.03% | 110 |
|
|
2023
Q2 | $114K | Buy |
236
+1
| +0.4% | +$485 | 0.07% | 88 |
|
|
2023
Q1 | $93.8K | Sell |
235
-2
| -0.8% | -$798 | 0.06% | 106 |
|
|
2022
Q4 | $89K | Sell |
237
-16
| -6% | -$6.01K | 0.06% | 97 |
|
|
2022
Q3 | $77K | Sell |
253
-59
| -19% | -$18K | 0.05% | 108 |
|
|
2022
Q2 | $100K | Hold |
312
| – | – | 0.06% | 99 |
|
|
2022
Q1 | $114K | Buy |
312
+49
| +19% | +$17.9K | 0.06% | 96 |
|
|
2021
Q4 | $113K | Buy |
+263
| New | +$113K | 0.06% | 77 |
|