Strategic Wealth Partners’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,299
| Closed | -$906K | – | 296 |
|
|
2021
Q3 | $906K | Buy |
5,299
+2,802
| +112% | +$479K | 0.27% | 103 |
|
|
2021
Q2 | $555K | Buy |
2,497
+262
| +12% | +$58.2K | 0.18% | 139 |
|
|
2021
Q1 | $529K | Buy |
+2,235
| New | +$529K | 0.21% | 118 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1 | – | 383 |
|
|
2019
Q3 | $1 | Hold |
12
| – | – | ﹤0.01% | 710 |
|
|
2019
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 700 |
|
|
2019
Q1 | $2K | Sell |
12
-11
| -48% | -$1.83K | ﹤0.01% | 727 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 643 |
|