Summit Global Investments’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 |
-327
| Closed | -$253K | – | 594 |
|
2024
Q3 | $253K | Sell |
327
-2,181
| -87% | -$1.69M | 0.02% | 453 |
|
2024
Q2 | $2.07M | Buy |
2,508
+953
| +61% | +$786K | 0.14% | 128 |
|
2024
Q1 | $1.09M | Buy |
1,555
+396
| +34% | +$277K | 0.08% | 194 |
|
2023
Q4 | $673K | Buy |
+1,159
| New | +$673K | 0.04% | 293 |
|
2018
Q1 | – | Sell |
-2,315
| Closed | -$243K | – | 299 |
|
2017
Q4 | $243K | Buy |
+2,315
| New | +$243K | 0.04% | 253 |
|