ORG
Optimist Retirement Group’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
3,040
-6
| -0.2% | -$5.37K | 1.31% | 14 |
|
|
2025
Q1 | $2.07M | Sell |
3,046
-14
| -0.5% | -$9.52K | 1.04% | 37 |
|
|
2024
Q4 | $1.93M | Buy |
3,060
+43
| +1% | +$27.1K | 0.91% | 33 |
|
|
2024
Q3 | $2.34M | Buy |
3,017
+47
| +2% | +$36.4K | 1.05% | 25 |
|
|
2024
Q2 | $2.45M | Sell |
2,970
-338
| -10% | -$279K | 1.29% | 15 |
|
|
2024
Q1 | $2.31M | Sell |
3,308
-816
| -20% | -$570K | 1.19% | 17 |
|
|
2023
Q4 | $2.4M | Buy |
+4,124
| New | +$2.4M | 1.56% | 13 |
|