Wellington Shields Capital Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$243K | – | 309 |
|
|
2023
Q2 | $243K | Buy |
+500
| New | +$243K | 0.03% | 205 |
|
|
2022
Q3 | – | Sell |
-700
| Closed | -$223K | – | 306 |
|
|
2022
Q2 | $223K | Hold |
700
| – | – | 0.03% | 213 |
|
|
2022
Q1 | $256K | Hold |
700
| – | – | 0.03% | 233 |
|
|
2021
Q4 | $301K | Hold |
700
| – | – | 0.04% | 253 |
|
|
2021
Q3 | $234K | Hold |
700
| – | – | 0.03% | 244 |
|
|
2021
Q2 | $227K | Hold |
700
| – | – | 0.03% | 271 |
|
|
2021
Q1 | $231K | Sell |
700
-100
| -13% | -$33K | 0.02% | 260 |
|
|
2020
Q4 | $207K | Buy |
+800
| New | +$207K | 0.03% | 251 |
|