SWS
SYSTM Wealth Solutions’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,085
| Closed | -$2.54M | – | 376 |
|
|
2024
Q2 | $2.54M | Sell |
3,085
-2,853
| -48% | -$2.35M | 0.57% | 60 |
|
|
2024
Q1 | $4.15M | Buy |
5,938
+147
| +3% | +$103K | 0.52% | 46 |
|
|
2023
Q4 | $3.37M | Sell |
5,791
-112
| -2% | -$65.1K | 0.47% | 55 |
|
|
2023
Q3 | $2.71M | Buy |
5,903
+1,001
| +20% | +$459K | 0.42% | 56 |
|
|
2023
Q2 | $2.38M | Buy |
4,902
+3,549
| +262% | +$1.72M | 0.32% | 79 |
|
|
2023
Q1 | $540K | Sell |
1,353
-4,989
| -79% | -$1.99M | 0.08% | 285 |
|
|
2022
Q4 | $2.39M | Buy |
+6,342
| New | +$2.39M | 0.3% | 92 |
|