UIA
UBP Investment Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $410K | Sell |
1,353
-1,115
| -45% | -$338K | 0.21% | 65 |
|
|
2022
Q2 | $790K | Buy |
2,468
+105
| +4% | +$33.6K | 0.32% | 51 |
|
|
2022
Q1 | $1.27M | Sell |
2,363
-1,712
| -42% | -$920K | 0.47% | 43 |
|
|
2021
Q4 | $1.75M | Buy |
4,075
+25
| +0.6% | +$10.7K | 0.64% | 31 |
|
|
2021
Q3 | $1.35M | Buy |
4,050
+50
| +1% | +$16.7K | 0.52% | 32 |
|
|
2021
Q2 | $1.3M | Buy |
+4,000
| New | +$1.3M | 0.48% | 45 |
|