Security National Trust’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-64
| Closed | -$7K | – | 396 |
|
|
2017
Q4 | $7K | Buy |
+64
| New | +$7K | ﹤0.01% | 353 |
|
|
2017
Q2 | – | Sell |
-98
| Closed | -$9K | – | 419 |
|
|
2017
Q1 | $9K | Buy |
+98
| New | +$9K | ﹤0.01% | 368 |
|
|
2016
Q1 | – | Sell |
-308
| Closed | -$21K | – | 472 |
|
|
2015
Q4 | $21K | Buy |
308
+47
| +18% | +$3.21K | 0.01% | 321 |
|
|
2015
Q3 | $13K | Sell |
261
-119
| -31% | -$5.93K | 0.01% | 358 |
|
|
2015
Q2 | $21K | Sell |
380
-647
| -63% | -$35.8K | 0.01% | 338 |
|
|
2015
Q1 | $60K | Sell |
1,027
-70
| -6% | -$4.09K | 0.02% | 269 |
|
|
2014
Q4 | $77K | Buy |
1,097
+215
| +24% | +$15.1K | 0.03% | 246 |
|
|
2014
Q3 | $69K | Buy |
882
+46
| +6% | +$3.6K | 0.03% | 252 |
|
|
2014
Q2 | $61K | Buy |
836
+119
| +17% | +$8.68K | 0.02% | 260 |
|
|
2014
Q1 | $50K | Hold |
717
| – | – | 0.02% | 278 |
|
|
2013
Q4 | $46K | Buy |
+717
| New | +$46K | 0.02% | 280 |
|