J.P. Morgan Private Wealth Advisors’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.02M | Sell |
6,479
-3,112
| -32% | -$489K | ﹤0.01% | 962 |
|
|
2023
Q2 | $1.38M | Buy |
9,591
+1,482
| +18% | +$214K | 0.01% | 670 |
|
|
2023
Q1 | $1.26M | Sell |
8,109
-1,966
| -20% | -$305K | ﹤0.01% | 1060 |
|
|
2022
Q4 | $1.09M | Buy |
10,075
+257
| +3% | +$27.8K | ﹤0.01% | 1103 |
|
|
2022
Q3 | $926K | Buy |
9,818
+1,280
| +15% | +$121K | ﹤0.01% | 1174 |
|
|
2022
Q2 | $864K | Buy |
8,538
+539
| +7% | +$54.5K | ﹤0.01% | 1212 |
|
|
2022
Q1 | $1.34M | Buy |
7,999
+576
| +8% | +$96.1K | ﹤0.01% | 1077 |
|
|
2021
Q4 | $1.23M | Sell |
7,423
-70
| -0.9% | -$11.6K | ﹤0.01% | 1141 |
|
|
2021
Q3 | $1.28M | Sell |
7,493
-1,970
| -21% | -$337K | ﹤0.01% | 1102 |
|
|
2021
Q2 | $2.1M | Buy |
9,463
+1,337
| +16% | +$297K | 0.01% | 854 |
|
|
2021
Q1 | $1.92M | Buy |
8,126
+104
| +1% | +$24.6K | 0.01% | 785 |
|
|
2020
Q4 | $1.84M | Buy |
8,022
+134
| +2% | +$30.8K | 0.01% | 766 |
|
|
2020
Q3 | $1.43M | Buy |
7,888
+789
| +11% | +$143K | 0.01% | 751 |
|
|
2020
Q2 | $1.06M | Buy |
7,099
+3,943
| +125% | +$590K | ﹤0.01% | 786 |
|
|
2020
Q1 | $416K | Sell |
3,156
-714
| -18% | -$94.1K | ﹤0.01% | 1000 |
|
|
2019
Q4 | $798K | Sell |
3,870
-432
| -10% | -$89.1K | ﹤0.01% | 881 |
|
|
2019
Q3 | $722K | Buy |
4,302
+1,311
| +44% | +$220K | ﹤0.01% | 876 |
|
|
2019
Q2 | $562K | Buy |
2,991
+5
| +0.2% | +$939 | ﹤0.01% | 937 |
|
|
2019
Q1 | $456K | Sell |
2,986
-843
| -22% | -$129K | ﹤0.01% | 1070 |
|
|
2018
Q4 | $358K | Buy |
3,829
+305
| +9% | +$28.5K | ﹤0.01% | 1086 |
|
|
2018
Q3 | $416K | Sell |
3,524
-9,825
| -74% | -$1.16M | ﹤0.01% | 1143 |
|
|
2018
Q2 | $1.15M | Buy |
13,349
+9,460
| +243% | +$814K | 0.01% | 732 |
|
|
2018
Q1 | $393K | Sell |
3,889
-1,136
| -23% | -$115K | ﹤0.01% | 949 |
|
|
2017
Q4 | $867K | Buy |
5,025
+163
| +3% | +$28.1K | 0.01% | 704 |
|
|
2017
Q3 | $627K | Buy |
+4,862
| New | +$627K | ﹤0.01% | 773 |
|
|
2017
Q2 | – | Sell |
-3,621
| Closed | -$312K | – | 1325 |
|
|
2017
Q1 | $312K | Sell |
3,621
-1,621
| -31% | -$140K | ﹤0.01% | 1048 |
|
|
2016
Q4 | $295K | Buy |
5,242
+321
| +7% | +$18.1K | ﹤0.01% | 1001 |
|
|
2016
Q3 | $274K | Buy |
4,921
+751
| +18% | +$41.8K | ﹤0.01% | 1028 |
|
|
2016
Q2 | $283K | Buy |
+4,170
| New | +$283K | ﹤0.01% | 1008 |
|