SWA
Sutton Wealth Advisors’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$540 | – | 1321 |
|
|
2022
Q4 | $540 | Hold |
5
| – | – | ﹤0.01% | 1473 |
|
|
2022
Q3 | $472 | Sell |
5
-1
| -17% | -$94 | ﹤0.01% | 1477 |
|
|
2022
Q2 | $607 | Sell |
6
-355
| -98% | -$35.9K | ﹤0.01% | 1413 |
|
|
2022
Q1 | $60.3K | Buy |
361
+3
| +0.8% | +$501 | 0.02% | 355 |
|
|
2021
Q4 | $59.1K | Buy |
358
+5
| +1% | +$825 | 0.02% | 370 |
|
|
2021
Q3 | $60.3K | Hold |
353
| – | – | 0.02% | 353 |
|
|
2021
Q2 | $78.5K | Hold |
353
| – | – | 0.03% | 288 |
|
|
2021
Q1 | $83.6K | Hold |
353
| – | – | 0.03% | 267 |
|
|
2020
Q4 | $81.1K | Hold |
353
| – | – | 0.03% | 252 |
|
|
2020
Q3 | $63.8K | Hold |
353
| – | – | 0.03% | 262 |
|
|
2020
Q2 | $52.8K | Hold |
353
| – | – | 0.03% | 289 |
|
|
2020
Q1 | $46.5K | Hold |
353
| – | – | 0.03% | 284 |
|
|
2019
Q4 | $72.7K | Hold |
353
| – | – | 0.04% | 251 |
|
|
2019
Q3 | $59.3K | Hold |
353
| – | – | 0.03% | 264 |
|
|
2019
Q2 | $66.4K | Hold |
353
| – | – | 0.04% | 249 |
|
|
2019
Q1 | $54K | Buy |
+353
| New | +$54K | 0.03% | 278 |
|
|
2018
Q1 | – | Sell |
-63
| Closed | -$10.9K | – | 1142 |
|
|
2017
Q4 | $10.9K | Buy |
+63
| New | +$10.9K | 0.01% | 754 |
|