SWA
Sutton Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.17K | Hold |
20
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $9.7K | Sell |
20
-5
| -20% | -$2.43K | ﹤0.01% | 465 |
|
|
2023
Q1 | $9.98K | Hold |
25
| – | – | 0.01% | 425 |
|
|
2022
Q4 | $9.43K | Sell |
25
-11
| -31% | -$4.15K | ﹤0.01% | 966 |
|
|
2022
Q3 | $10.9K | Sell |
36
-4
| -10% | -$1.21K | ﹤0.01% | 864 |
|
|
2022
Q2 | $12.8K | Sell |
40
-1
| -2% | -$319 | 0.01% | 820 |
|
|
2022
Q1 | $15K | Buy |
41
+15
| +58% | +$5.49K | 0.01% | 808 |
|
|
2021
Q4 | $11.2K | Hold |
26
| – | – | ﹤0.01% | 895 |
|
|
2021
Q3 | $8.7K | Buy |
26
+1
| +4% | +$335 | ﹤0.01% | 957 |
|
|
2021
Q2 | $8.11K | Hold |
25
| – | – | ﹤0.01% | 967 |
|
|
2021
Q1 | $8.26K | Hold |
25
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $6.47K | Buy |
25
+3
| +14% | +$777 | ﹤0.01% | 921 |
|
|
2020
Q3 | $4.26K | Hold |
22
| – | – | ﹤0.01% | 969 |
|
|
2020
Q2 | $4.28K | Hold |
22
| – | – | ﹤0.01% | 945 |
|
|
2020
Q1 | $3.16K | Buy |
22
+3
| +16% | +$431 | ﹤0.01% | 959 |
|
|
2019
Q4 | $3.39K | Hold |
19
| – | – | ﹤0.01% | 996 |
|
|
2019
Q3 | $3.03K | Hold |
19
| – | – | ﹤0.01% | 1015 |
|
|
2019
Q2 | $2.25K | Hold |
19
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q1 | $2.27K | Hold |
19
| – | – | ﹤0.01% | 1026 |
|
|
2018
Q4 | $1.7K | Hold |
19
| – | – | ﹤0.01% | 1004 |
|
|
2018
Q3 | $1.93K | Hold |
19
| – | – | ﹤0.01% | 998 |
|
|
2018
Q2 | $1.95K | Hold |
19
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q1 | $2.07K | Hold |
19
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 967 |
|
|
2017
Q3 | $2.01K | Hold |
19
| – | – | ﹤0.01% | 951 |
|
|
2017
Q2 | $1.74K | Hold |
19
| – | – | ﹤0.01% | 966 |
|
|
2017
Q1 | $1.81K | Hold |
19
| – | – | ﹤0.01% | 939 |
|
|
2016
Q4 | $1.5K | Buy |
+19
| New | +$1.5K | ﹤0.01% | 950 |
|