Wealthspire Advisors (Maryland)’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $248K | Buy |
+1,282
| New | +$248K | 0.01% | 393 |
|
|
2019
Q2 | – | Sell |
-965
| Closed | -$115K | – | 1295 |
|
|
2019
Q1 | $115K | Buy |
965
+14
| +1% | +$1.67K | 0.01% | 590 |
|
|
2018
Q4 | $85K | Sell |
951
-68
| -7% | -$6.08K | 0.01% | 659 |
|
|
2018
Q3 | $104K | Buy |
1,019
+136
| +15% | +$13.9K | 0.01% | 670 |
|
|
2018
Q2 | $91K | Buy |
883
+86
| +11% | +$8.86K | 0.01% | 739 |
|
|
2018
Q1 | $87K | Sell |
797
-47
| -6% | -$5.13K | 0.01% | 757 |
|
|
2017
Q4 | $89K | Buy |
844
+177
| +27% | +$18.7K | 0.01% | 762 |
|
|
2017
Q3 | $71K | Sell |
667
-19
| -3% | -$2.02K | 0.01% | 839 |
|
|
2017
Q2 | $63K | Buy |
686
+211
| +44% | +$19.4K | 0.01% | 859 |
|
|
2017
Q1 | $45K | Buy |
475
+62
| +15% | +$5.87K | 0.01% | 830 |
|
|
2016
Q4 | $32K | Buy |
413
+384
| +1,324% | +$29.8K | ﹤0.01% | 891 |
|
|
2016
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 1554 |
|
|
2016
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 1520 |
|
|
2016
Q1 | $2K | Sell |
29
-374
| -93% | -$25.8K | ﹤0.01% | 1538 |
|
|
2015
Q4 | $28K | Buy |
+403
| New | +$28K | 0.01% | 870 |
|