Financial Architects (New Jersey)’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$15K | – | 603 |
|
|
2020
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 587 |
|
|
2020
Q1 | $13K | Sell |
100
-16
| -14% | -$2.08K | ﹤0.01% | 578 |
|
|
2019
Q4 | $24K | Buy |
116
+9
| +8% | +$1.86K | 0.01% | 545 |
|
|
2019
Q3 | $18K | Buy |
107
+7
| +7% | +$1.18K | ﹤0.01% | 607 |
|
|
2019
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 636 |
|
|
2019
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 873 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 913 |
|
|
2018
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 928 |
|
|
2018
Q2 | $9K | Sell |
100
-812
| -89% | -$73.1K | ﹤0.01% | 1020 |
|
|
2018
Q1 | $92K | Buy |
912
+812
| +812% | +$81.9K | 0.02% | 426 |
|
|
2017
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 890 |
|
|
2017
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 969 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 1006 |
|
|
2017
Q1 | $9K | Sell |
100
-1,000
| -91% | -$90K | ﹤0.01% | 1060 |
|
|
2016
Q4 | $62K | Hold |
1,100
| – | – | 0.01% | 509 |
|
|
2016
Q3 | $61K | Buy |
1,100
+100
| +10% | +$5.55K | 0.02% | 513 |
|
|
2016
Q2 | $68K | Sell |
1,000
-100
| -9% | -$6.8K | 0.02% | 463 |
|
|
2016
Q1 | $60K | Buy |
+1,100
| New | +$60K | 0.02% | 364 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$21K | – | 671 |
|
|
2015
Q2 | $21K | Hold |
400
| – | – | 0.01% | 619 |
|
|
2015
Q1 | $19K | Hold |
400
| – | – | 0.01% | 583 |
|
|
2014
Q4 | $11K | Buy |
400
+300
| +300% | +$8.25K | ﹤0.01% | 644 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 784 |
|