United Asset Strategies’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 |
-3,997
| Closed | -$1.21M | – | 231 |
|
2022
Q3 | $1.21M | Buy |
3,997
+82
| +2% | +$24.8K | 0.19% | 106 |
|
2022
Q2 | $1.25M | Buy |
3,915
+2
| +0.1% | +$638 | 0.18% | 104 |
|
2022
Q1 | $1.43M | Buy |
3,913
+96
| +3% | +$35.1K | 0.18% | 100 |
|
2021
Q4 | $1.64M | Sell |
3,817
-15
| -0.4% | -$6.45K | 0.2% | 93 |
|
2021
Q3 | $1.28M | Buy |
3,832
+471
| +14% | +$158K | 0.17% | 101 |
|
2021
Q2 | $1.09M | Buy |
3,361
+183
| +6% | +$59.3K | 0.15% | 108 |
|
2021
Q1 | $1.05M | Buy |
3,178
+130
| +4% | +$43K | 0.15% | 105 |
|
2020
Q4 | $789K | Buy |
3,048
+268
| +10% | +$69.4K | 0.12% | 118 |
|
2020
Q3 | $539K | Sell |
2,780
-132
| -5% | -$25.6K | 0.1% | 133 |
|
2020
Q2 | $566K | Sell |
2,912
-89
| -3% | -$17.3K | 0.11% | 120 |
|
2020
Q1 | $431K | Sell |
3,001
-321
| -10% | -$46.1K | 0.11% | 128 |
|
2019
Q4 | $592K | Buy |
+3,322
| New | +$592K | 0.11% | 142 |
|
2019
Q3 | – | Sell |
-45,190
| Closed | -$5.34M | – | 193 |
|
2019
Q2 | $5.34M | Buy |
+45,190
| New | +$5.34M | 1.23% | 27 |
|