Baystate Wealth Management’s Universal Display OLED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$54K	Hold	282	–	–	﹤0.01%	363
2023 Q3	$44.4K	Hold	282	–	–	﹤0.01%	356
2023 Q2	$40.7K	Buy	282 +1	+0.4%	+$144	﹤0.01%	355
2023 Q1	$43.7K	Hold	281	–	–	﹤0.01%	353
2022 Q4	$30K	Buy	281 +1	+0.4%	+$107	﹤0.01%	408
2022 Q3	$26K	Buy	280 +1	+0.4%	+$93	﹤0.01%	396
2022 Q2	$28K	Buy	279 +1	+0.4%	+$100	﹤0.01%	402
2022 Q1	$47K	Hold	278	–	–	﹤0.01%	330
2021 Q4	$46K	Buy	278 +1	+0.4%	+$165	﹤0.01%	335
2021 Q3	$48K	Hold	277	–	–	﹤0.01%	303
2021 Q2	$62K	Hold	277	–	–	0.01%	258
2021 Q1	$66K	Hold	277	–	–	0.01%	236
2020 Q4	$64K	Hold	277	–	–	0.01%	223
2020 Q3	$50K	Buy	277 +1	+0.4%	+$181	0.01%	223
2020 Q2	$41K	Hold	276	–	–	﹤0.01%	238
2020 Q1	$36K	Hold	276	–	–	﹤0.01%	221
2019 Q4	$57K	Hold	276	–	–	0.01%	215
2019 Q3	$46K	Buy	276 +1	+0.4%	+$167	0.01%	210
2019 Q2	$53K	Hold	275	–	–	0.01%	204
2019 Q1	$47K	Hold	275	–	–	0.01%	218
2018 Q4	$28K	Hold	275	–	–	﹤0.01%	274
2018 Q3	$30K	Hold	275	–	–	0.01%	259
2018 Q2	$25K	Hold	275	–	–	﹤0.01%	264
2018 Q1	$26K	Hold	275	–	–	﹤0.01%	260
2017 Q4	$55K	Hold	275	–	–	0.01%	195
2017 Q3	$36K	Hold	275	–	–	0.01%	213
2017 Q2	$33K	Buy	+275	New	+$33K	0.01%	214