United Capital Financial Advisors’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,055
| Closed | -$457K | – | 1205 |
|
|
2020
Q2 | $457K | Sell |
3,055
-251
| -8% | -$37.5K | ﹤0.01% | 894 |
|
|
2020
Q1 | $436K | Sell |
3,306
-927
| -22% | -$122K | ﹤0.01% | 860 |
|
|
2019
Q4 | $872K | Buy |
4,233
+46
| +1% | +$9.48K | 0.01% | 813 |
|
|
2019
Q3 | $703K | Sell |
4,187
-1,096
| -21% | -$184K | ﹤0.01% | 839 |
|
|
2019
Q2 | $994K | Buy |
5,283
+827
| +19% | +$156K | 0.01% | 808 |
|
|
2019
Q1 | $681K | Buy |
4,456
+1,407
| +46% | +$215K | ﹤0.01% | 884 |
|
|
2018
Q4 | $285K | Buy |
3,049
+116
| +4% | +$10.8K | ﹤0.01% | 1079 |
|
|
2018
Q3 | $346K | Buy |
2,933
+207
| +8% | +$24.4K | ﹤0.01% | 1058 |
|
|
2018
Q2 | $234K | Buy |
+2,726
| New | +$234K | ﹤0.01% | 1181 |
|