Strategic Wealth Partners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17K | Buy |
+8
| New | +$7.17K | ﹤0.01% | 841 |
|
|
2024
Q4 | – | Sell |
-913
| Closed | -$707K | – | 323 |
|
|
2024
Q3 | $707K | Buy |
913
+194
| +27% | +$150K | 0.07% | 169 |
|
|
2024
Q2 | $593K | Buy |
719
+140
| +24% | +$115K | 0.06% | 179 |
|
|
2024
Q1 | $404K | Buy |
579
+192
| +50% | +$134K | 0.04% | 211 |
|
|
2023
Q4 | $225K | Buy |
+387
| New | +$225K | 0.03% | 256 |
|