Belpointe Asset 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
Q2 | – | Sell |
-1,055
| Closed | -$164K | – | 2441 |
|
|
2023
Q1 | $164K | Buy |
1,055
+31
| +3% | +$4.81K | 0.01% | 1035 |
|
|
2022
Q4 | $111K | Buy |
+1,024
| New | +$111K | 0.01% | 1186 |
|
|
2022
Q2 | – | Sell |
-968
| Closed | -$162K | – | 1221 |
|
|
2022
Q1 | $162K | Buy |
968
+365
| +61% | +$61.1K | 0.01% | 995 |
|
|
2021
Q4 | $100K | Sell |
603
-140
| -19% | -$23.2K | 0.01% | 1193 |
|
|
2021
Q3 | $127K | Sell |
743
-25
| -3% | -$4.27K | 0.01% | 1053 |
|
|
2021
Q2 | $171K | Buy |
768
+19
| +3% | +$4.23K | 0.01% | 892 |
|
|
2021
Q1 | $177K | Sell |
749
-15
| -2% | -$3.55K | 0.02% | 802 |
|
|
2020
Q4 | $176K | Hold |
764
| – | – | 0.02% | 737 |
|
|
2020
Q3 | $138K | Hold |
764
| – | – | 0.02% | 670 |
|
|
2020
Q2 | $114K | Sell |
764
-343
| -31% | -$51.2K | 0.01% | 677 |
|
|
2020
Q1 | $146K | Buy |
1,107
+82
| +8% | +$10.8K | 0.03% | 505 |
|
|
2019
Q4 | $211K | Hold |
1,025
| – | – | 0.03% | 521 |
|
|
2019
Q3 | $172K | Buy |
1,025
+50
| +5% | +$8.39K | 0.03% | 507 |
|
|
2019
Q2 | $183K | Sell |
975
-110
| -10% | -$20.6K | 0.04% | 432 |
|
|
2019
Q1 | $166K | Sell |
1,085
-185
| -15% | -$28.3K | 0.03% | 338 |
|
|
2018
Q4 | $119K | Sell |
1,270
-1,784
| -58% | -$167K | 0.03% | 450 |
|
|
2018
Q3 | $360K | Sell |
3,054
-419
| -12% | -$49.4K | 0.06% | 321 |
|
|
2018
Q2 | $299K | Sell |
3,473
-214
| -6% | -$18.4K | 0.08% | 264 |
|
|
2018
Q1 | $372K | Sell |
3,687
-409
| -10% | -$41.3K | 0.11% | 215 |
|
|
2017
Q4 | $707K | Buy |
4,096
+929
| +29% | +$160K | 0.15% | 149 |
|
|
2017
Q3 | $408K | Buy |
+3,167
| New | +$408K | 0.1% | 244 |
|