GJIA
Glass Jacobson Investment Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$2.52K | – | 700 |
|
|
2025
Q1 | $2.52K | Hold |
4
| – | – | ﹤0.01% | 733 |
|
|
2024
Q4 | $2.52K | Buy |
+4
| New | +$2.52K | ﹤0.01% | 733 |
|
|
2024
Q1 | – | Sell |
-375
| Closed | -$218K | – | 766 |
|
|
2023
Q4 | $218K | Buy |
375
+31
| +9% | +$18K | 0.09% | 194 |
|
|
2023
Q3 | $158K | Buy |
344
+30
| +10% | +$13.8K | 0.07% | 223 |
|
|
2023
Q2 | $152K | Buy |
+314
| New | +$152K | 0.07% | 218 |
|
|
2022
Q4 | $156K | Buy |
+413
| New | +$156K | 0.08% | 217 |
|