WLPWM
Walled Lake Planning & Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$6K | – | 217 |
|
|
2021
Q3 | $6K | Hold |
19
| – | – | ﹤0.01% | 283 |
|
|
2021
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 264 |
|
|
2021
Q1 | $6K | Hold |
19
| – | – | ﹤0.01% | 260 |
|
|
2020
Q4 | $5K | Hold |
19
| – | – | ﹤0.01% | 251 |
|
|
2020
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 265 |
|
|
2020
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 255 |
|
|
2020
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 260 |
|
|
2019
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 247 |
|