QWP
Quotient Wealth Partners’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
854
-86
| -9% | -$77K | 0.02% | 138 |
|
|
2025
Q1 | $639K | Buy |
940
+91
| +11% | +$61.9K | 0.02% | 153 |
|
|
2024
Q4 | $535K | Sell |
849
-125
| -13% | -$78.8K | 0.02% | 160 |
|
|
2024
Q3 | $754K | Buy |
974
+19
| +2% | +$14.7K | 0.02% | 134 |
|
|
2024
Q2 | $787K | Buy |
955
+354
| +59% | +$292K | 0.03% | 122 |
|
|
2024
Q1 | $420K | Buy |
601
+206
| +52% | +$144K | 0.02% | 194 |
|
|
2023
Q4 | $230K | Buy |
+395
| New | +$230K | 0.01% | 254 |
|