WOSD
WFA of San Diego’s KLA KLAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $89.6K | Buy |
+100
| New | +$89.6K | 0.07% | 147 |
|
2024
Q3 | $77.4K | Hold |
100
| – | – | 0.07% | 146 |
|
2024
Q2 | $82.5K | Buy |
+100
| New | +$82.5K | 0.07% | 137 |
|
2023
Q3 | $45.9K | Hold |
100
| – | – | 0.05% | 176 |
|
2023
Q2 | $48.5K | Buy |
+100
| New | +$48.5K | 0.05% | 172 |
|
2023
Q1 | – | Sell |
-100
| Closed | -$37.7K | – | 255 |
|
2022
Q4 | $37.7K | Buy |
+100
| New | +$37.7K | 0.03% | 220 |
|
2022
Q3 | – | Sell |
-104
| Closed | -$33K | – | 247 |
|
2022
Q2 | $33K | Buy |
+104
| New | +$33K | 0.03% | 188 |
|
2021
Q1 | – | Sell |
-100
| Closed | -$258 | – | 110 |
|
2020
Q4 | $258 | Buy |
+100
| New | +$258 | 0.07% | 33 |
|