TrinityPoint Wealth’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,140
| Closed | -$950K | – | 288 |
|
|
2022
Q3 | $950K | Buy |
3,140
+366
| +13% | +$111K | 0.22% | 114 |
|
|
2022
Q2 | $885K | Buy |
2,774
+5
| +0.2% | +$1.6K | 0.2% | 114 |
|
|
2022
Q1 | $1.01M | Buy |
2,769
+2
| +0.1% | +$732 | 0.18% | 114 |
|
|
2021
Q4 | $1.19M | Sell |
2,767
-52
| -2% | -$22.4K | 0.21% | 105 |
|
|
2021
Q3 | $943K | Sell |
2,819
-340
| -11% | -$114K | 0.18% | 114 |
|
|
2021
Q2 | $1.02M | Buy |
3,159
+119
| +4% | +$38.6K | 0.21% | 103 |
|
|
2021
Q1 | $1M | Sell |
3,040
-96
| -3% | -$31.7K | 0.23% | 99 |
|
|
2020
Q4 | $952K | Sell |
3,136
-838
| -21% | -$254K | 0.23% | 98 |
|
|
2020
Q3 | $770K | Sell |
3,974
-185
| -4% | -$35.8K | 0.21% | 108 |
|
|
2020
Q2 | $809K | Sell |
4,159
-562
| -12% | -$109K | 0.26% | 97 |
|
|
2020
Q1 | $679K | Sell |
4,721
-592
| -11% | -$85.1K | 0.27% | 97 |
|
|
2019
Q4 | $947K | Sell |
5,313
-1,287
| -20% | -$229K | 0.32% | 78 |
|
|
2019
Q3 | $1.15M | Buy |
+6,600
| New | +$1.15M | 0.4% | 67 |
|