Precision Wealth Strategies’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,112
| Closed | -$419K | – | 94 |
|
|
2022
Q4 | $419K | Sell |
1,112
-5
| -0.4% | -$1.89K | 0.44% | 48 |
|
|
2022
Q3 | $330K | Sell |
1,117
-72
| -6% | -$21.3K | 0.29% | 77 |
|
|
2022
Q2 | $372K | Buy |
1,189
+33
| +3% | +$10.3K | 0.29% | 77 |
|
|
2022
Q1 | $423K | Sell |
1,156
-370
| -24% | -$135K | 0.25% | 85 |
|
|
2021
Q4 | $656K | Buy |
1,526
+260
| +21% | +$112K | 0.47% | 58 |
|
|
2021
Q3 | $423K | Buy |
1,266
+545
| +76% | +$182K | 0.33% | 73 |
|
|
2021
Q2 | $234K | Buy |
+721
| New | +$234K | 0.2% | 95 |
|