SVB Wealth’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 | – | Sell |
-356
| Closed | -$49.7K | – | 1252 |
|
|
2025
Q1 | $49.7K | Buy |
+356
| New | +$49.7K | ﹤0.01% | 544 |
|
|
2021
Q1 | – | Sell |
-875
| Closed | -$201K | – | 952 |
|
|
2020
Q4 | $201K | Buy |
+875
| New | +$201K | ﹤0.01% | 744 |
|
|
2020
Q1 | – | Sell |
-1,275
| Closed | -$263K | – | 658 |
|
|
2019
Q4 | $263K | Buy |
1,275
+25
| +2% | +$5.16K | ﹤0.01% | 519 |
|
|
2019
Q3 | $210K | Sell |
1,250
-600
| -32% | -$101K | ﹤0.01% | 486 |
|
|
2019
Q2 | $348K | Sell |
1,850
-2,249
| -55% | -$423K | 0.01% | 425 |
|
|
2019
Q1 | $626K | Sell |
4,099
-200
| -5% | -$30.5K | 0.02% | 271 |
|
|
2018
Q4 | $402K | Hold |
4,299
| – | – | 0.02% | 314 |
|
|
2018
Q3 | $507K | Hold |
4,299
| – | – | 0.02% | 330 |
|
|
2018
Q2 | $370K | Buy |
4,299
+50
| +1% | +$4.3K | 0.01% | 360 |
|
|
2018
Q1 | $429K | Buy |
4,249
+100
| +2% | +$10.1K | 0.02% | 354 |
|
|
2017
Q4 | $716K | Buy |
4,149
+1
| +0% | +$173 | 0.03% | 307 |
|
|
2017
Q3 | $535K | Hold |
4,148
| – | – | 0.02% | 340 |
|
|
2017
Q2 | $453K | Sell |
4,148
-999
| -19% | -$109K | 0.02% | 367 |
|
|
2017
Q1 | $443K | Buy |
+5,147
| New | +$443K | 0.02% | 369 |
|