Fortune Financial Advisors’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
2,000
-367
| -16% | -$56.7K | 0.25% | 76 |
|
|
2025
Q1 | $330K | Sell |
2,367
-281
| -11% | -$39.2K | 0.28% | 75 |
|
|
2024
Q4 | $387K | Hold |
2,648
| – | – | 0.35% | 67 |
|
|
2024
Q3 | $556K | Buy |
2,648
+13
| +0.5% | +$2.73K | 0.5% | 53 |
|
|
2024
Q2 | $554K | Sell |
2,635
-149
| -5% | -$31.3K | 0.34% | 79 |
|
|
2024
Q1 | $469K | Sell |
2,784
-22
| -0.8% | -$3.71K | 0.3% | 89 |
|
|
2023
Q4 | $537K | Sell |
2,806
-32
| -1% | -$6.12K | 0.37% | 69 |
|
|
2023
Q3 | $446K | Sell |
2,838
-131
| -4% | -$20.6K | 0.34% | 77 |
|
|
2023
Q2 | $428K | Buy |
+2,969
| New | +$428K | 0.32% | 78 |
|