Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20
| Closed | -$5K | – | 1297 |
|
|
2021
Q1 | $5K | Buy |
20
+10
| +100% | +$2.5K | ﹤0.01% | 1485 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1502 |
|
|
2020
Q3 | $2K | Sell |
10
-33
| -77% | -$6.6K | ﹤0.01% | 1372 |
|
|
2020
Q2 | $6K | Buy |
43
+23
| +115% | +$3.21K | ﹤0.01% | 1388 |
|
|
2020
Q1 | $3K | Buy |
20
+6
| +43% | +$900 | ﹤0.01% | 1382 |
|
|
2019
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 1390 |
|
|
2019
Q3 | $2K | Buy |
14
+4
| +40% | +$571 | ﹤0.01% | 1382 |
|
|
2019
Q2 | $2K | Sell |
10
-75
| -88% | -$15K | ﹤0.01% | 1412 |
|
|
2019
Q1 | $13K | Sell |
85
-75
| -47% | -$11.5K | ﹤0.01% | 895 |
|
|
2018
Q4 | $15K | Hold |
160
| – | – | ﹤0.01% | 780 |
|
|
2018
Q3 | $20K | Hold |
160
| – | – | ﹤0.01% | 770 |
|
|
2018
Q2 | $19K | Buy |
160
+150
| +1,500% | +$17.8K | ﹤0.01% | 778 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1446 |
|
|
2017
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1193 |
|
|
2017
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1105 |
|