ProVise Management Group’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,786
| Closed | -$281K | – | 333 |
|
|
2018
Q1 | $281K | Sell |
2,786
-891
| -24% | -$89.9K | 0.04% | 250 |
|
|
2017
Q4 | $635K | Sell |
3,677
-789
| -18% | -$136K | 0.09% | 183 |
|
|
2017
Q3 | $575K | Sell |
4,466
-283
| -6% | -$36.4K | 0.08% | 193 |
|
|
2017
Q2 | $519K | Sell |
4,749
-21
| -0.4% | -$2.3K | 0.08% | 203 |
|
|
2017
Q1 | $411K | Sell |
4,770
-1,009
| -17% | -$86.9K | 0.07% | 226 |
|
|
2016
Q4 | $325K | Sell |
5,779
-517
| -8% | -$29.1K | 0.06% | 256 |
|
|
2016
Q3 | $349K | Buy |
6,296
+457
| +8% | +$25.3K | 0.06% | 241 |
|
|
2016
Q2 | $396K | Buy |
+5,839
| New | +$396K | 0.07% | 229 |
|