JFS Wealth Advisors’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4K | Sell |
22
-8
| -27% | -$1.24K | ﹤0.01% | 1220 |
|
|
2025
Q1 | $4.19K | Buy |
30
+2
| +7% | +$279 | ﹤0.01% | 1185 |
|
|
2024
Q4 | $4.09K | Sell |
28
-1
| -3% | -$146 | ﹤0.01% | 1198 |
|
|
2024
Q3 | $6.09K | Buy |
29
+1
| +4% | +$210 | ﹤0.01% | 1049 |
|
|
2024
Q2 | $5.89K | Sell |
28
-306
| -92% | -$64.3K | ﹤0.01% | 1000 |
|
|
2024
Q1 | $56.3K | Buy |
334
+306
| +1,093% | +$51.5K | ﹤0.01% | 409 |
|
|
2023
Q4 | $5.36K | Buy |
28
+1
| +4% | +$191 | ﹤0.01% | 1025 |
|
|
2023
Q3 | $4.24K | Sell |
27
-2
| -7% | -$314 | ﹤0.01% | 1058 |
|
|
2023
Q2 | $4.18K | Hold |
29
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q1 | $4.5K | Buy |
29
+10
| +53% | +$1.55K | ﹤0.01% | 1032 |
|
|
2022
Q4 | $2.05K | Buy |
19
+3
| +19% | +$324 | ﹤0.01% | 1359 |
|
|
2022
Q3 | $2K | Buy |
16
+6
| +60% | +$750 | ﹤0.01% | 1364 |
|
|
2022
Q2 | $1K | Sell |
10
-49
| -83% | -$4.9K | ﹤0.01% | 1602 |
|
|
2022
Q1 | $10K | Buy |
59
+51
| +638% | +$8.64K | ﹤0.01% | 791 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1487 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$86K | – | 561 |
|
|
2017
Q4 | $86K | Buy |
+500
| New | +$86K | 0.02% | 209 |
|