Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-59
| Closed | -$14K | – | 609 |
|
|
2020
Q4 | $14K | Buy |
59
+1
| +2% | +$237 | ﹤0.01% | 514 |
|
|
2020
Q3 | $10K | Hold |
58
| – | – | ﹤0.01% | 518 |
|
|
2020
Q2 | $9K | Hold |
58
| – | – | ﹤0.01% | 454 |
|
|
2020
Q1 | $8K | Sell |
58
-91
| -61% | -$12.6K | ﹤0.01% | 435 |
|
|
2019
Q4 | $31K | Hold |
149
| – | – | 0.01% | 373 |
|
|
2019
Q3 | $25K | Buy |
+149
| New | +$25K | 0.01% | 408 |
|
|
2019
Q1 | – | Sell |
-269
| Closed | -$25K | – | 529 |
|
|
2018
Q4 | $25K | Buy |
+269
| New | +$25K | 0.01% | 361 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$10K | – | 592 |
|
|
2018
Q1 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 460 |
|