Valeo Financial Advisors’s Universal Display OLED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-20	Closed	-$5K	–	1387
2021 Q1	$5K	Buy	20 +10	+100%	+$2.31K	﹤0.01%	1574
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	1531
2020 Q3	$2K	Sell	10 -33	-77%	-$5.64K	﹤0.01%	1419
2020 Q2	$6K	Buy	43 +23	+115%	+$3.38K	﹤0.01%	1464
2020 Q1	$3K	Buy	20 +6	+43%	+$1.03K	﹤0.01%	1435
2019 Q4	$3K	Hold	14	–	–	﹤0.01%	1405
2019 Q3	$2K	Buy	14 +4	+40%	+$800	﹤0.01%	1396
2019 Q2	$2K	Sell	10 -75	-88%	-$12.5K	﹤0.01%	1418
2019 Q1	$13K	Sell	85 -75	-47%	-$9.28K	﹤0.01%	902
2018 Q4	$15K	Hold	160	–	–	﹤0.01%	788
2018 Q3	$20K	Hold	160	–	–	﹤0.01%	780
2018 Q2	$19K	Buy	160 +150	+1,500%	+$14.3K	﹤0.01%	784
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	1449
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	1196
2017 Q3	$1K	Buy	+10	New	+$1.21K	﹤0.01%	1111