Realta Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,024
| Closed | -$850K | – | 378 |
|
|
2024
Q3 | $850K | Buy |
1,024
+111
| +12% | +$92.1K | 0.39% | 64 |
|
|
2024
Q2 | $753K | Buy |
913
+236
| +35% | +$195K | 0.15% | 154 |
|
|
2024
Q1 | $473K | Buy |
677
+29
| +4% | +$20.3K | 0.1% | 241 |
|
|
2023
Q4 | $377K | Buy |
+648
| New | +$377K | 0.09% | 267 |
|
|
2019
Q2 | – | Sell |
-1,405
| Closed | -$168K | – | 1757 |
|
|
2019
Q1 | $168K | Buy |
+1,405
| New | +$168K | 0.08% | 309 |
|