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TCI Wealth Advisors’s KLA KLAC Stock Holding History

TCI Wealth Advisors’s Portfolio KLAC Stock Details KLAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-104
Closed -$41.5K – 1262
2023
Q1 		$41.5K Sell
104
-1
-1% -$399 0.01% 471
2022
Q4 		$39.6K Sell
105
-60
-36% -$22.6K 0.01% 468
2022
Q3 		$50K Sell
165
-69
-29% -$20.9K 0.01% 366
2022
Q2 		$75K Sell
234
-9
-4% -$2.89K 0.01% 290
2022
Q1 		$88K Buy
243
+139
+134% +$50.3K 0.01% 281
2021
Q4 		$45K Hold
104
– – 0.01% 440
2021
Q3 		$35K Buy
104
+1
+1% +$337 0.01% 486
2021
Q2 		$33K Buy
103
+22
+27% +$7.05K 0.01% 479
2021
Q1 		$27K Buy
81
+16
+25% +$5.33K 0.01% 479
2020
Q4 		$17K Hold
65
– – 0.01% 507
2020
Q3 		$13K Hold
65
– – 0.01% 507
2020
Q2 		$13K Hold
65
– – 0.01% 509
2020
Q1 		$9K Sell
65
-4
-6% -$554 ﹤0.01% 582
2019
Q4 		$12K Buy
69
+28
+68% +$4.87K ﹤0.01% 667
2019
Q3 		$7K Hold
41
– – ﹤0.01% 723
2019
Q2 		$5K Hold
41
– – ﹤0.01% 767
2019
Q1 		$5K Hold
41
– – ﹤0.01% 788
2018
Q4 		$4K Sell
41
-46
-53% -$4.49K ﹤0.01% 820
2018
Q3 		$9K Sell
87
-19
-18% -$1.97K ﹤0.01% 649
2018
Q2 		$11K Buy
106
+29
+38% +$3.01K ﹤0.01% 623
2018
Q1 		$8K Hold
77
– – ﹤0.01% 656
2017
Q4 		$8K Hold
77
– – ﹤0.01% 679
2017
Q3 		$8K Sell
77
-12
-13% -$1.25K ﹤0.01% 642
2017
Q2 		$8K Hold
89
– – ﹤0.01% 639
2017
Q1 		$8K Buy
89
+24
+37% +$2.16K ﹤0.01% 620
2016
Q4 		$5K Buy
+65
New +$5K ﹤0.01% 774
2016
Q1 		– Sell
-65
Closed -$5K – 1373
2015
Q4 		$5K Hold
65
– – ﹤0.01% 714
2015
Q3 		$3K Hold
65
– – ﹤0.01% 730
2015
Q2 		$4K Hold
65
– – ﹤0.01% 686
2015
Q1 		$4K Hold
65
– – ﹤0.01% 614
2014
Q4 		$5K Hold
65
– – ﹤0.01% 559
2014
Q3 		$5K Hold
65
– – ﹤0.01% 564
2014
Q2 		$5K Hold
65
– – ﹤0.01% 587
2014
Q1 		$4K Hold
65
– – ﹤0.01% 601
2013
Q4 		$4K Hold
65
– – ﹤0.01% 591
2013
Q3 		$4K Hold
65
– – ﹤0.01% 517
2013
Q2 		$4K Buy
+65
New +$4K ﹤0.01% 487