Transamerica Financial Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 628 |
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 472 |
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 517 |
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 506 |
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 528 |
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 499 |
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 481 |
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 549 |
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 517 |
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 530 |
|
2021
Q2 | – | Sell |
-5
| Closed | -$2K | – | 233 |
|
2021
Q1 | $2K | Sell |
5
-1
| -17% | -$400 | 0.05% | 98 |
|
2020
Q4 | $2K | Sell |
6
-1
| -14% | -$333 | 0.04% | 95 |
|
2020
Q3 | $2K | Sell |
7
-66
| -90% | -$18.9K | 0.04% | 102 |
|
2020
Q2 | $15K | Buy |
73
+66
| +943% | +$13.6K | ﹤0.01% | 235 |
|
2020
Q1 | $1K | Hold |
7
| – | – | 0.02% | 103 |
|
2019
Q4 | $2K | Sell |
7
-2
| -22% | -$571 | 0.03% | 75 |
|
2019
Q3 | $2K | Sell |
9
-55
| -86% | -$12.2K | 0.03% | 75 |
|
2019
Q2 | $8K | Buy |
64
+54
| +540% | +$6.75K | ﹤0.01% | 314 |
|
2019
Q1 | $2K | Sell |
10
-90
| -90% | -$18K | 0.01% | 67 |
|
2018
Q4 | $9K | Buy |
100
+9
| +10% | +$810 | ﹤0.01% | 294 |
|
2018
Q3 | $10K | Buy |
91
+80
| +727% | +$8.79K | ﹤0.01% | 293 |
|
2018
Q2 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 325 |
|
2018
Q1 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 403 |
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 381 |
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 375 |
|
2017
Q2 | $1K | Sell |
9
-2
| -18% | -$222 | ﹤0.01% | 350 |
|
2017
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 281 |
|
2016
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 385 |
|
2016
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 386 |
|
2016
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 355 |
|
2016
Q1 | – | Sell |
-12
| Closed | -$1K | – | 818 |
|
2015
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 763 |
|