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