Wells Trecaso Financial Group’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,000
| Closed | -$222K | – | 89 |
|
2021
Q2 | $222K | Sell |
1,000
-10
| -1% | -$2.22K | 0.11% | 79 |
|
2021
Q1 | $239K | Hold |
1,010
| – | – | 0.13% | 71 |
|
2020
Q4 | $232K | Buy |
+1,010
| New | +$232K | 0.13% | 65 |
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$206K | – | 70 |
|
2019
Q4 | $206K | Buy |
+1,000
| New | +$206K | 0.15% | 67 |
|