AE Wealth Management’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,059
| Closed | -$222K | – | 2153 |
|
|
2024
Q3 | $222K | Buy |
+1,059
| New | +$222K | ﹤0.01% | 1138 |
|
|
2023
Q4 | – | Sell |
-2,897
| Closed | -$455K | – | 2133 |
|
|
2023
Q3 | $455K | Buy |
2,897
+36
| +1% | +$5.65K | ﹤0.01% | 1424 |
|
|
2023
Q2 | $412K | Buy |
2,861
+29
| +1% | +$4.18K | ﹤0.01% | 1474 |
|
|
2023
Q1 | $439K | Sell |
2,832
-3
| -0.1% | -$465 | ﹤0.01% | 1405 |
|
|
2022
Q4 | $306K | Sell |
2,835
-14
| -0.5% | -$1.51K | ﹤0.01% | 1488 |
|
|
2022
Q3 | $269K | Buy |
2,849
+6
| +0.2% | +$567 | ﹤0.01% | 1507 |
|
|
2022
Q2 | $288K | Buy |
2,843
+8
| +0.3% | +$810 | ﹤0.01% | 1449 |
|
|
2022
Q1 | $473K | Sell |
2,835
-9
| -0.3% | -$1.5K | ﹤0.01% | 1251 |
|
|
2021
Q4 | $469K | Sell |
2,844
-59
| -2% | -$9.73K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $496K | Buy |
+2,903
| New | +$496K | ﹤0.01% | 1169 |
|