Gideon Capital Advisors’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,528
| Closed | -$521K | – | 150 |
|
|
2019
Q4 | $521K | Buy |
+2,528
| New | +$521K | 0.18% | 170 |
|
|
2019
Q2 | – | Sell |
-3,007
| Closed | -$460K | – | 385 |
|
|
2019
Q1 | $460K | Buy |
+3,007
| New | +$460K | 0.16% | 188 |
|
|
2018
Q2 | – | Sell |
-2,441
| Closed | -$247K | – | 458 |
|
|
2018
Q1 | $247K | Buy |
2,441
+1,086
| +80% | +$110K | 0.15% | 277 |
|
|
2017
Q4 | $234K | Buy |
+1,355
| New | +$234K | 0.21% | 227 |
|