Squar Milner Financial Services’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,355
| Closed | -$264K | – | 102 |
|
2020
Q2 | $264K | Hold |
1,355
| – | – | 0.15% | 169 |
|
2020
Q1 | $194K | Hold |
1,355
| – | – | 0.12% | 168 |
|
2019
Q4 | $241K | Buy |
+1,355
| New | +$241K | 0.12% | 172 |
|
2019
Q3 | – | Sell |
-1,310
| Closed | -$155K | – | 479 |
|
2019
Q2 | $155K | Buy |
1,310
+1,245
| +1,915% | +$147K | 0.1% | 198 |
|
2019
Q1 | $7K | Buy |
65
+20
| +44% | +$2.15K | 0.01% | 590 |
|
2018
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 597 |
|
2018
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 605 |
|