Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17
| Closed | -$2.86K | – | 861 |
|
|
2024
Q1 | $2.86K | Sell |
17
-19
| -53% | -$3.2K | ﹤0.01% | 741 |
|
|
2023
Q4 | $6.89K | Buy |
+36
| New | +$6.89K | ﹤0.01% | 610 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$865 | – | 853 |
|
|
2023
Q2 | $865 | Buy |
+6
| New | +$865 | ﹤0.01% | 738 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$5K | – | 947 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 702 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 719 |
|
|
2022
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 732 |
|
|
2021
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 710 |
|
|
2021
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $12K | Hold |
50
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $11K | Sell |
50
-75
| -60% | -$16.5K | ﹤0.01% | 617 |
|
|
2020
Q3 | $23K | Buy |
125
+75
| +150% | +$13.8K | 0.01% | 470 |
|
|
2020
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 556 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 538 |
|
|
2019
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 545 |
|
|
2019
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 630 |
|
|
2019
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 581 |
|
|
2019
Q1 | $8K | Sell |
50
-50
| -50% | -$8K | ﹤0.01% | 575 |
|
|
2018
Q4 | $9K | Buy |
100
+50
| +100% | +$4.5K | ﹤0.01% | 514 |
|
|
2018
Q3 | $6K | Buy |
50
+16
| +47% | +$1.92K | ﹤0.01% | 570 |
|
|
2018
Q2 | $3K | Buy |
34
+30
| +750% | +$2.65K | ﹤0.01% | 682 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 989 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$5K | – | 980 |
|
|
2015
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 731 |
|