Selective Wealth Management’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-45
| Closed | -$4K | – | 535 |
|
|
2022
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 631 |
|
|
2022
Q1 | $8K | Sell |
45
-45
| -50% | -$8K | ﹤0.01% | 558 |
|
|
2021
Q4 | $15K | Sell |
90
-100
| -53% | -$16.7K | 0.01% | 442 |
|
|
2021
Q3 | $32K | Sell |
190
-110
| -37% | -$18.5K | 0.02% | 317 |
|
|
2021
Q2 | $67K | Buy |
+300
| New | +$67K | 0.05% | 158 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$7K | – | 390 |
|
|
2020
Q2 | $7K | Hold |
50
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | 0.01% | 176 |
|
|
2019
Q4 | $10K | Hold |
50
| – | – | 0.01% | 161 |
|
|
2019
Q3 | $8K | Buy |
+50
| New | +$8K | 0.01% | 183 |
|