Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
1,033
+1
| +0.1% | +$154 | 0.01% | 824 |
|
|
2025
Q1 | $144K | Sell |
1,032
-1
| -0.1% | -$139 | ﹤0.01% | 911 |
|
|
2024
Q4 | $151K | Buy |
1,033
+30
| +3% | +$4.39K | ﹤0.01% | 900 |
|
|
2024
Q3 | $211K | Buy |
1,003
+53
| +6% | +$11.1K | 0.01% | 715 |
|
|
2024
Q2 | $200K | Sell |
950
-50
| -5% | -$10.5K | 0.01% | 717 |
|
|
2024
Q1 | $168K | Buy |
1,000
+100
| +11% | +$16.8K | ﹤0.01% | 822 |
|
|
2023
Q4 | $160K | Sell |
900
-100
| -10% | -$17.8K | 0.01% | 826 |
|
|
2023
Q3 | $157K | Sell |
1,000
-27
| -3% | -$4.24K | 0.01% | 787 |
|
|
2023
Q2 | $148K | Sell |
1,027
-8
| -0.8% | -$1.15K | 0.01% | 827 |
|
|
2023
Q1 | $161K | Buy |
1,035
+135
| +15% | +$20.9K | 0.01% | 799 |
|
|
2022
Q4 | $97K | Hold |
900
| – | – | 0.01% | 755 |
|
|
2022
Q3 | $85K | Sell |
900
-150
| -14% | -$14.2K | 0.01% | 762 |
|
|
2022
Q2 | $106K | Sell |
1,050
-150
| -13% | -$15.1K | ﹤0.01% | 1013 |
|
|
2022
Q1 | $200K | Sell |
1,200
-6
| -0.5% | -$1K | 0.01% | 902 |
|
|
2021
Q4 | $199K | Sell |
1,206
-49
| -4% | -$8.09K | ﹤0.01% | 1093 |
|
|
2021
Q3 | $215K | Sell |
1,255
-47
| -4% | -$8.05K | 0.01% | 886 |
|
|
2021
Q2 | $289K | Buy |
1,302
+33
| +3% | +$7.33K | 0.01% | 791 |
|
|
2021
Q1 | $300K | Buy |
+1,269
| New | +$300K | 0.01% | 867 |
|