Balboa Wealth Partners’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,408
| Closed | -$269K | – | 306 |
|
|
2023
Q4 | $269K | Sell |
1,408
-1,817
| -56% | -$348K | 0.09% | 176 |
|
|
2023
Q3 | $506K | Sell |
3,225
-5,444
| -63% | -$855K | 0.19% | 99 |
|
|
2023
Q2 | $1.25M | Sell |
8,669
-1,246
| -13% | -$180K | 0.44% | 37 |
|
|
2023
Q1 | $1.54M | Buy |
9,915
+74
| +0.8% | +$11.5K | 0.58% | 30 |
|
|
2022
Q4 | $1.06M | Buy |
9,841
+771
| +9% | +$83.3K | 0.48% | 49 |
|
|
2022
Q3 | $856K | Buy |
+9,070
| New | +$856K | 0.38% | 53 |
|