KFA
Kelleher Financial Advisors’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,226
| Closed | -$350K | – | 118 |
|
|
2016
Q4 | $350K | Hold |
6,226
| – | – | 0.19% | 98 |
|
|
2016
Q3 | $345K | Sell |
6,226
-500
| -7% | -$27.7K | 0.2% | 92 |
|
|
2016
Q2 | $456K | Sell |
6,726
-1,899
| -22% | -$129K | 0.28% | 74 |
|
|
2016
Q1 | $466K | Sell |
8,625
-200
| -2% | -$10.8K | 0.26% | 86 |
|
|
2015
Q4 | $480K | Sell |
8,825
-600
| -6% | -$32.6K | 0.33% | 71 |
|
|
2015
Q3 | $319K | Sell |
9,425
-525
| -5% | -$17.8K | 0.21% | 83 |
|
|
2015
Q2 | $514K | Hold |
9,950
| – | – | 0.29% | 70 |
|
|
2015
Q1 | $456K | Buy |
9,950
+100
| +1% | +$4.58K | 0.25% | 72 |
|
|
2014
Q4 | $273K | Buy |
9,850
+1,200
| +14% | +$33.3K | 0.15% | 94 |
|
|
2014
Q3 | $271K | Sell |
8,650
-500
| -5% | -$15.7K | 0.15% | 94 |
|
|
2014
Q2 | $294K | Buy |
9,150
+625
| +7% | +$20.1K | 0.15% | 88 |
|
|
2014
Q1 | $272K | Sell |
8,525
-425
| -5% | -$13.6K | 0.15% | 91 |
|
|
2013
Q4 | $308K | Sell |
8,950
-1,600
| -15% | -$55.1K | 0.16% | 82 |
|
|
2013
Q3 | $271K | Buy |
10,550
+2,400
| +29% | +$61.6K | 0.15% | 82 |
|
|
2013
Q2 | $229K | Buy |
+8,150
| New | +$229K | 0.14% | 90 |
|