WR Wealth Planners’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.04K | Sell |
8
-13
| -62% | -$8.19K | ﹤0.01% | 702 |
|
|
2024
Q3 | $16.3K | Buy |
21
+2
| +11% | +$1.55K | ﹤0.01% | 546 |
|
|
2024
Q2 | $15.7K | Buy |
19
+1
| +6% | +$825 | ﹤0.01% | 489 |
|
|
2024
Q1 | $12.6K | Buy |
+18
| New | +$12.6K | ﹤0.01% | 554 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$6.42K | – | 550 |
|
|
2023
Q3 | $6.42K | Sell |
14
-72
| -84% | -$33K | ﹤0.01% | 638 |
|
|
2023
Q2 | $41.7K | Hold |
86
| – | – | 0.02% | 340 |
|
|
2023
Q1 | $34.3K | Buy |
86
+76
| +760% | +$30.3K | 0.01% | 371 |
|
|
2022
Q4 | $3.77K | Hold |
10
| – | – | ﹤0.01% | 355 |
|
|
2022
Q3 | $3.03K | Hold |
10
| – | – | ﹤0.01% | 361 |
|
|
2022
Q2 | $3.19K | Hold |
10
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $3.66K | Buy |
+10
| New | +$3.66K | ﹤0.01% | 382 |
|