Institute for Wealth Management’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,281
| Closed | -$269K | – | 548 |
|
|
2024
Q3 | $269K | Hold |
1,281
| – | – | 0.03% | 444 |
|
|
2024
Q2 | $269K | Hold |
1,281
| – | – | 0.04% | 410 |
|
|
2024
Q1 | $216K | Hold |
1,281
| – | – | 0.03% | 465 |
|
|
2023
Q4 | $245K | Hold |
1,281
| – | – | 0.04% | 410 |
|
|
2023
Q3 | $201K | Buy |
+1,281
| New | +$201K | 0.04% | 429 |
|
|
2023
Q2 | – | Sell |
-1,390
| Closed | -$216K | – | 461 |
|
|
2023
Q1 | $216K | Buy |
+1,390
| New | +$216K | 0.04% | 410 |
|
|
2022
Q2 | – | Sell |
-1,390
| Closed | -$232K | – | 546 |
|
|
2022
Q1 | $232K | Hold |
1,390
| – | – | 0.04% | 482 |
|
|
2021
Q4 | $229K | Hold |
1,390
| – | – | 0.04% | 441 |
|
|
2021
Q3 | $238K | Hold |
1,390
| – | – | 0.04% | 424 |
|
|
2021
Q2 | $309K | Sell |
1,390
-60
| -4% | -$13.3K | 0.05% | 367 |
|
|
2021
Q1 | $343K | Hold |
1,450
| – | – | 0.07% | 333 |
|
|
2020
Q4 | $333K | Sell |
1,450
-300
| -17% | -$68.9K | 0.07% | 324 |
|
|
2020
Q3 | $316K | Buy |
1,750
+31
| +2% | +$5.6K | 0.07% | 304 |
|
|
2020
Q2 | $257K | Hold |
1,719
| – | – | 0.06% | 345 |
|
|
2020
Q1 | $227K | Sell |
1,719
-395
| -19% | -$52.2K | 0.07% | 337 |
|
|
2019
Q4 | $436K | Hold |
2,114
| – | – | 0.1% | 282 |
|
|
2019
Q3 | $355K | Hold |
2,114
| – | – | 0.09% | 293 |
|
|
2019
Q2 | $398K | Hold |
2,114
| – | – | 0.09% | 290 |
|
|
2019
Q1 | $323K | Buy |
+2,114
| New | +$323K | 0.07% | 319 |
|
|
2017
Q3 | – | Sell |
-2,114
| Closed | -$231K | – | 346 |
|
|
2017
Q2 | $231K | Buy |
+2,114
| New | +$231K | 0.06% | 352 |
|