Baldwin 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
Q4 | – | Sell |
-337
| Closed | -$70.7K | – | 768 |
|
|
2024
Q3 | $70.7K | Buy |
+337
| New | +$70.7K | ﹤0.01% | 473 |
|
|
2022
Q1 | – | Sell |
-36
| Closed | -$6K | – | 686 |
|
|
2021
Q4 | $6K | Hold |
36
| – | – | ﹤0.01% | 543 |
|
|
2021
Q3 | $6K | Buy |
36
+11
| +44% | +$1.83K | ﹤0.01% | 561 |
|
|
2021
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 490 |
|
|
2020
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 472 |
|
|
2020
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 501 |
|
|
2019
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 481 |
|