Pettinga Financial 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 | $206K | Buy |
+1,335
| New | +$206K | 0.05% | 129 |
|
|
2025
Q1 | – | Sell |
-1,385
| Closed | -$202K | – | 135 |
|
|
2024
Q4 | $202K | Hold |
1,385
| – | – | 0.05% | 121 |
|
|
2024
Q3 | $291K | Sell |
1,385
-10
| -0.7% | -$2.1K | 0.07% | 102 |
|
|
2024
Q2 | $293K | Hold |
1,395
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $235K | Hold |
1,395
| – | – | 0.06% | 112 |
|
|
2023
Q4 | $267K | Sell |
1,395
-15
| -1% | -$2.87K | 0.07% | 104 |
|
|
2023
Q3 | $221K | Hold |
1,410
| – | – | 0.07% | 96 |
|
|
2023
Q2 | $203K | Hold |
1,410
| – | – | 0.06% | 99 |
|
|
2023
Q1 | $219K | Buy |
+1,410
| New | +$219K | 0.07% | 95 |
|
|
2022
Q2 | – | Sell |
-1,360
| Closed | -$227K | – | 109 |
|
|
2022
Q1 | $227K | Hold |
1,360
| – | – | 0.06% | 97 |
|
|
2021
Q4 | $224K | Buy |
1,360
+25
| +2% | +$4.12K | 0.05% | 98 |
|
|
2021
Q3 | $228K | Hold |
1,335
| – | – | 0.06% | 102 |
|
|
2021
Q2 | $297K | Buy |
1,335
+25
| +2% | +$5.56K | 0.08% | 82 |
|
|
2021
Q1 | $310K | Sell |
1,310
-250
| -16% | -$59.2K | 0.09% | 76 |
|
|
2020
Q4 | $358K | Sell |
1,560
-100
| -6% | -$22.9K | 0.13% | 65 |
|
|
2020
Q3 | $300K | Sell |
1,660
-25
| -1% | -$4.52K | 0.13% | 66 |
|
|
2020
Q2 | $252K | Hold |
1,685
| – | – | 0.12% | 66 |
|
|
2020
Q1 | $222K | Buy |
1,685
+150
| +10% | +$19.8K | 0.15% | 63 |
|
|
2019
Q4 | $316K | Hold |
1,535
| – | – | 0.17% | 64 |
|
|
2019
Q3 | $258K | Hold |
1,535
| – | – | 0.14% | 76 |
|
|
2019
Q2 | $289K | Sell |
1,535
-125
| -8% | -$23.5K | 0.15% | 77 |
|
|
2019
Q1 | $254K | Buy |
+1,660
| New | +$254K | 0.14% | 77 |
|