VWA
Valued Wealth Advisors’s KLA KLAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.1K | Sell |
19
-1
| -5% | -$897 | 0.01% | 161 |
|
2025
Q1 | $13.6K | Buy |
20
+1
| +5% | +$681 | 0.01% | 189 |
|
2024
Q4 | $12K | Hold |
19
| – | – | 0.01% | 207 |
|
2024
Q3 | $14.7K | Buy |
19
+1
| +6% | +$774 | 0.01% | 180 |
|
2024
Q2 | $14.8K | Buy |
18
+3
| +20% | +$2.47K | 0.01% | 157 |
|
2024
Q1 | $10.5K | Buy |
15
+6
| +67% | +$4.19K | 0.01% | 178 |
|
2023
Q4 | $4.13K | Buy |
+9
| New | +$4.13K | ﹤0.01% | 215 |
|