Optimum Investment Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12
| Closed | -$8.16K | – | 627 |
|
|
2025
Q1 | $8.16K | Hold |
12
| – | – | ﹤0.01% | 531 |
|
|
2024
Q4 | $7.56K | Hold |
12
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $9.29K | Hold |
12
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $9.89K | Buy |
+12
| New | +$9.89K | ﹤0.01% | 519 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$9K | – | 921 |
|
|
2020
Q4 | $9K | Hold |
35
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 726 |
|