SEM
Suncoast Equity Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29,466
| Closed | -$14.3M | – | 75 |
|
|
2023
Q2 | $14.3M | Buy |
29,466
+639
| +2% | +$310K | 2.14% | 21 |
|
|
2023
Q1 | $11.5M | Sell |
28,827
-25,270
| -47% | -$10.1M | 1.93% | 20 |
|
|
2022
Q4 | $20.4M | Sell |
54,097
-3,665
| -6% | -$1.38M | 3.74% | 14 |
|
|
2022
Q3 | $17.5M | Sell |
57,762
-3,545
| -6% | -$1.07M | 3.42% | 14 |
|
|
2022
Q2 | $19.6M | Sell |
61,307
-568
| -0.9% | -$181K | 3.46% | 13 |
|
|
2022
Q1 | $22.7M | Buy |
61,875
+32,200
| +109% | +$11.8M | 3.35% | 14 |
|
|
2021
Q4 | $12.8M | Buy |
+29,675
| New | +$12.8M | 1.62% | 21 |
|