Wescott Financial Advisory Group’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-478	Closed	-$278K	–	169
2023 Q4	$278K	Hold	478	–	–	0.04%	137
2023 Q3	$219K	Hold	478	–	–	0.04%	144
2023 Q2	$232K	Buy	+478	New	+$232K	0.04%	147