SWM
Selective Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$30K | – | 448 |
|
|
2022
Q3 | $30K | Hold |
100
| – | – | 0.01% | 367 |
|
|
2022
Q2 | $32K | Hold |
100
| – | – | 0.01% | 395 |
|
|
2022
Q1 | $37K | Hold |
100
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $43K | Buy |
+100
| New | +$43K | 0.02% | 298 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$65K | – | 599 |
|
|
2021
Q2 | $65K | Buy |
+200
| New | +$65K | 0.05% | 161 |
|
|
2019
Q2 | – | Sell |
-38,000
| Closed | -$4.54M | – | 42 |
|
|
2019
Q1 | $4.54M | Buy |
+38,000
| New | +$4.54M | 5.48% | 6 |
|