Transform Wealth’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 |
-1,529
| Closed | -$261K | – | 228 |
|
|
2021
Q3 | $261K | Sell |
1,529
-15,305
| -91% | -$2.61M | 0.03% | 200 |
|
|
2021
Q2 | $3.74M | Buy |
16,834
+8,116
| +93% | +$1.8M | 0.46% | 68 |
|
|
2021
Q1 | $2.06M | Buy |
8,718
+220
| +3% | +$52.1K | 0.41% | 74 |
|
|
2020
Q4 | $1.95M | Sell |
8,498
-7,151
| -46% | -$1.64M | 0.41% | 75 |
|
|
2020
Q3 | $2.83M | Buy |
15,649
+1,110
| +8% | +$201K | 0.46% | 68 |
|
|
2020
Q2 | $2.18M | Buy |
+14,539
| New | +$2.18M | 0.37% | 74 |
|
|
2017
Q2 | – | Sell |
-3,494
| Closed | -$301K | – | 128 |
|
|
2017
Q1 | $301K | Buy |
+3,494
| New | +$301K | 0.11% | 179 |
|