B. Riley Wealth Advisors’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 | $214K | Sell |
1,466
-293
| -17% | -$42.8K | 0.01% | 1013 |
|
|
2024
Q3 | $369K | Buy |
1,759
+461
| +36% | +$96.6K | 0.01% | 855 |
|
|
2024
Q2 | $273K | Buy |
+1,298
| New | +$273K | 0.01% | 1075 |
|
|
2021
Q2 | – | Sell |
-939
| Closed | -$223K | – | 1428 |
|
|
2021
Q1 | $223K | Buy |
+939
| New | +$223K | 0.01% | 1144 |
|
|
2020
Q4 | – | Sell |
-1,499
| Closed | -$271K | – | 1076 |
|
|
2020
Q3 | $271K | Sell |
1,499
-189
| -11% | -$34.2K | 0.01% | 738 |
|
|
2020
Q2 | $253K | Sell |
1,688
-6
| -0.4% | -$899 | 0.02% | 686 |
|
|
2020
Q1 | $224K | Buy |
1,694
+39
| +2% | +$5.16K | 0.02% | 632 |
|
|
2019
Q4 | $341K | Buy |
1,655
+55
| +3% | +$11.3K | 0.03% | 545 |
|
|
2019
Q3 | $269K | Sell |
1,600
-41
| -2% | -$6.89K | 0.03% | 627 |
|
|
2019
Q2 | $309K | Sell |
1,641
-127
| -7% | -$23.9K | 0.03% | 551 |
|
|
2019
Q1 | $271K | Buy |
+1,768
| New | +$271K | 0.03% | 544 |
|
|
2018
Q4 | – | Sell |
-1,997
| Closed | -$236K | – | 714 |
|
|
2018
Q3 | $236K | Buy |
+1,997
| New | +$236K | 0.03% | 586 |
|
|
2018
Q2 | – | Sell |
-1,985
| Closed | -$201K | – | 712 |
|
|
2018
Q1 | $201K | Buy |
1,985
+477
| +32% | +$48.3K | 0.03% | 587 |
|
|
2017
Q4 | $261K | Sell |
1,508
-234
| -13% | -$40.5K | 0.04% | 497 |
|
|
2017
Q3 | $225K | Buy |
+1,742
| New | +$225K | 0.04% | 467 |
|
|
2015
Q1 | – | Sell |
-68
| Closed | -$2 | – | 1520 |
|
|
2014
Q4 | $2 | Buy |
+68
| New | +$2 | ﹤0.01% | 3407 |
|
|
2014
Q3 | – | Sell |
-88
| Closed | -$2.84K | – | 1486 |
|
|
2014
Q2 | $2.84K | Buy |
+88
| New | +$2.84K | ﹤0.01% | 2172 |
|