Glassman Wealth Services’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-25
| Closed | -$4.78K | – | 1296 |
|
2023
Q4 | $4.78K | Sell |
25
-2
| -7% | -$383 | ﹤0.01% | 1096 |
|
2023
Q3 | $4.24K | Hold |
27
| – | – | ﹤0.01% | 1117 |
|
2023
Q2 | $3.89K | Hold |
27
| – | – | ﹤0.01% | 1062 |
|
2023
Q1 | $4.19K | Hold |
27
| – | – | ﹤0.01% | 1055 |
|
2022
Q4 | $2.92K | Sell |
27
-12
| -31% | -$1.3K | ﹤0.01% | 1167 |
|
2022
Q3 | $4K | Buy |
39
+13
| +50% | +$1.33K | ﹤0.01% | 1065 |
|
2022
Q2 | $3K | Sell |
26
-9
| -26% | -$1.04K | ﹤0.01% | 1157 |
|
2022
Q1 | $6K | Sell |
35
-25
| -42% | -$4.29K | ﹤0.01% | 971 |
|
2021
Q4 | $10K | Buy |
60
+40
| +200% | +$6.67K | ﹤0.01% | 796 |
|
2021
Q3 | $3K | Buy |
20
+3
| +18% | +$450 | ﹤0.01% | 1085 |
|
2021
Q2 | $4K | Buy |
17
+3
| +21% | +$706 | ﹤0.01% | 993 |
|
2021
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 1013 |
|
2020
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 993 |
|
2020
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 915 |
|
2020
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 878 |
|
2020
Q1 | $2K | Buy |
14
+3
| +27% | +$429 | ﹤0.01% | 733 |
|
2019
Q4 | $2K | Sell |
11
-3
| -21% | -$545 | ﹤0.01% | 777 |
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 718 |
|
2019
Q2 | $3K | Buy |
14
+3
| +27% | +$643 | ﹤0.01% | 654 |
|
2019
Q1 | $2K | Buy |
11
+8
| +267% | +$1.46K | ﹤0.01% | 710 |
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 919 |
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 922 |
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$101K | – | 910 |
|
2018
Q1 | $101K | Buy |
1,000
+39
| +4% | +$3.94K | 0.06% | 123 |
|
2017
Q4 | $166K | Buy |
961
+363
| +61% | +$62.7K | 0.1% | 87 |
|
2017
Q3 | $77K | Hold |
598
| – | – | 0.05% | 125 |
|
2017
Q2 | $65K | Buy |
598
+348
| +139% | +$37.8K | 0.04% | 135 |
|
2017
Q1 | $22K | Buy |
+250
| New | +$22K | 0.02% | 245 |
|