U.S. Capital Wealth Advisors’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 | $585K | Buy |
+3,788
| New | +$585K | 0.02% | 561 |
|
2023
Q1 | – | Sell |
-1,569
| Closed | -$170K | – | 1230 |
|
2022
Q4 | $170K | Sell |
1,569
-590
| -27% | -$63.7K | 0.01% | 643 |
|
2022
Q3 | $204K | Sell |
2,159
-4,070
| -65% | -$385K | 0.01% | 590 |
|
2022
Q2 | $630K | Sell |
6,229
-1,225
| -16% | -$124K | 0.03% | 421 |
|
2022
Q1 | $1.25M | Buy |
7,454
+105
| +1% | +$17.5K | 0.05% | 356 |
|
2021
Q4 | $1.21M | Buy |
7,349
+984
| +15% | +$162K | 0.05% | 354 |
|
2021
Q3 | $1.09M | Buy |
+6,365
| New | +$1.09M | 0.05% | 368 |
|