SWA
SFMG Wealth Advisors’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,107
| Closed | -$322K | – | 162 |
|
|
2019
Q1 | $322K | Buy |
+2,107
| New | +$322K | 0.05% | 108 |
|
|
2018
Q4 | – | Sell |
-2,106
| Closed | -$217K | – | 148 |
|
|
2018
Q3 | $217K | Buy |
+2,106
| New | +$217K | 0.03% | 127 |
|
|
2018
Q2 | – | Sell |
-2,102
| Closed | -$212K | – | 160 |
|
|
2018
Q1 | $212K | Hold |
2,102
| – | – | 0.04% | 135 |
|
|
2017
Q4 | $363K | Buy |
2,102
+101
| +5% | +$17.4K | 0.06% | 99 |
|
|
2017
Q3 | $258K | Hold |
2,001
| – | – | 0.05% | 105 |
|
|
2017
Q2 | $219K | Buy |
+2,001
| New | +$219K | 0.05% | 114 |
|
|
2015
Q2 | – | Sell |
-6,000
| Closed | -$281K | – | 152 |
|
|
2015
Q1 | $281K | Buy |
+6,000
| New | +$281K | 0.02% | 139 |
|