QPWM
Quadrant Private Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
324
+9
| +3% | +$8.06K | 0.06% | 196 |
|
|
2025
Q1 | $214K | Buy |
+315
| New | +$214K | 0.05% | 216 |
|
|
2024
Q4 | – | Sell |
-305
| Closed | -$236K | – | 249 |
|
|
2024
Q3 | $236K | Hold |
305
| – | – | 0.06% | 212 |
|
|
2024
Q2 | $251K | Buy |
305
+7
| +2% | +$5.77K | 0.06% | 208 |
|
|
2024
Q1 | $208K | Buy |
+298
| New | +$208K | 0.05% | 219 |
|
|
2023
Q4 | – | Sell |
-517
| Closed | -$237K | – | 251 |
|
|
2023
Q3 | $237K | Buy |
517
+14
| +3% | +$6.42K | 0.08% | 188 |
|
|
2023
Q2 | $244K | Hold |
503
| – | – | 0.07% | 211 |
|
|
2023
Q1 | $201K | Buy |
+503
| New | +$201K | 0.06% | 234 |
|