RWB
RMR Wealth Builders’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+234
| New | +$210K | 0.02% | 272 |
|
|
2024
Q4 | – | Sell |
-273
| Closed | -$211K | – | 263 |
|
|
2024
Q3 | $211K | Sell |
273
-15
| -5% | -$11.6K | 0.02% | 244 |
|
|
2024
Q2 | $237K | Sell |
288
-66
| -19% | -$54.4K | 0.03% | 222 |
|
|
2024
Q1 | $247K | Buy |
+354
| New | +$247K | 0.03% | 228 |
|