EverSource Wealth Advisors’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
2,458
-190
| -7% | -$29.3K | 0.02% | 557 |
|
|
2025
Q1 | $369K | Buy |
2,648
+1,033
| +64% | +$144K | 0.02% | 454 |
|
|
2024
Q4 | $236K | Buy |
1,615
+14
| +0.9% | +$2.05K | 0.01% | 593 |
|
|
2024
Q3 | $336K | Buy |
1,601
+1,574
| +5,830% | +$330K | 0.02% | 419 |
|
|
2024
Q2 | $6.01K | Buy |
27
+17
| +170% | +$3.79K | ﹤0.01% | 2146 |
|
|
2024
Q1 | $1.58K | Sell |
10
-1
| -9% | -$158 | ﹤0.01% | 2449 |
|
|
2023
Q4 | $2.1K | Hold |
11
| – | – | ﹤0.01% | 2148 |
|
|
2023
Q3 | $1.73K | Buy |
+11
| New | +$1.73K | ﹤0.01% | 2053 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2578 |
|
|
2022
Q4 | – | Sell |
-214
| Closed | -$20K | – | 2393 |
|
|
2022
Q3 | $20K | Buy |
+214
| New | +$20K | ﹤0.01% | 907 |
|