Valmark Advisers’s Kulicke & Soffa KLIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,500
| Closed | -$210K | – | 614 |
|
2024
Q4 | $210K | Hold |
4,500
| – | – | ﹤0.01% | 578 |
|
2024
Q3 | $203K | Sell |
4,500
-1,000
| -18% | -$45.1K | ﹤0.01% | 579 |
|
2024
Q2 | $271K | Hold |
5,500
| – | – | ﹤0.01% | 490 |
|
2024
Q1 | $277K | Hold |
5,500
| – | – | ﹤0.01% | 467 |
|
2023
Q4 | $301K | Hold |
5,500
| – | – | 0.01% | 420 |
|
2023
Q3 | $267K | Hold |
5,500
| – | – | 0.01% | 410 |
|
2023
Q2 | $327K | Hold |
5,500
| – | – | 0.01% | 388 |
|
2023
Q1 | $290K | Hold |
5,500
| – | – | 0.01% | 403 |
|
2022
Q4 | $243K | Hold |
5,500
| – | – | 0.01% | 398 |
|
2022
Q3 | $212K | Hold |
5,500
| – | – | ﹤0.01% | 392 |
|
2022
Q2 | $235K | Buy |
+5,500
| New | +$235K | ﹤0.01% | 381 |
|