PWAG
Polaris Wealth Advisory Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.6M | Buy |
12,219
+1,200
| +11% | +$550K | 0.43% | 74 |
|
|
2023
Q2 | $5.34M | Sell |
11,019
-385
| -3% | -$187K | 0.41% | 76 |
|
|
2023
Q1 | $4.55M | Buy |
11,404
+9,372
| +461% | +$3.74M | 0.34% | 80 |
|
|
2022
Q4 | $852K | Sell |
2,032
-303
| -13% | -$127K | 0.06% | 117 |
|
|
2022
Q3 | $699K | Buy |
2,335
+22
| +1% | +$6.59K | 0.06% | 107 |
|
|
2022
Q2 | $738K | Sell |
2,313
-12,803
| -85% | -$4.09M | 0.06% | 94 |
|
|
2022
Q1 | $5.34M | Sell |
15,116
-68,002
| -82% | -$24M | 0.36% | 70 |
|
|
2021
Q4 | $35.8M | Sell |
83,118
-2,319
| -3% | -$997K | 2.05% | 16 |
|
|
2021
Q3 | $28.2M | Sell |
85,437
-24,117
| -22% | -$7.96M | 1.69% | 18 |
|
|
2021
Q2 | $34.2M | Buy |
109,554
+39,776
| +57% | +$12.4M | 2.03% | 17 |
|
|
2021
Q1 | $24.6M | Buy |
+69,778
| New | +$24.6M | 1.58% | 24 |
|
|
2020
Q4 | – | Sell |
-19,842
| Closed | -$3.97M | – | 195 |
|
|
2020
Q3 | $3.97M | Buy |
+19,842
| New | +$3.97M | 0.37% | 72 |
|
|
2019
Q2 | – | Sell |
-9,380
| Closed | -$1.15M | – | 159 |
|
|
2019
Q1 | $1.15M | Buy |
9,380
+2,149
| +30% | +$263K | 0.09% | 98 |
|
|
2018
Q4 | $647K | Buy |
+7,231
| New | +$647K | 0.06% | 97 |
|