SteelPeak Wealth’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 |
-12,337
| Closed | -$9.55M | – | 510 |
|
2024
Q3 | $9.55M | Buy |
+12,337
| New | +$9.55M | 0.42% | 55 |
|
2023
Q4 | – | Sell |
-3,490
| Closed | -$1.6M | – | 415 |
|
2023
Q3 | $1.6M | Buy |
3,490
+1,465
| +72% | +$672K | 0.1% | 147 |
|
2023
Q2 | $982K | Buy |
+2,025
| New | +$982K | 0.06% | 182 |
|
2023
Q1 | – | Sell |
-225
| Closed | -$84.8K | – | 392 |
|
2022
Q4 | $84.8K | Buy |
+225
| New | +$84.8K | 0.01% | 381 |
|
2020
Q1 | – | Sell |
-1,147
| Closed | -$204K | – | 254 |
|
2019
Q4 | $204K | Buy |
+1,147
| New | +$204K | 0.03% | 234 |
|