First Heartland Consultants’s Universal Display OLED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,641
Closed -$381K 398
2023
Q2
$381K Sell
2,641
-820
-24% -$118K 0.05% 249
2023
Q1
$537K Sell
3,461
-438
-11% -$68K 0.08% 187
2022
Q4
$421K Sell
3,899
-2,916
-43% -$315K 0.07% 222
2022
Q3
$643 Sell
6,815
-163
-2% -$15 0.06% 160
2022
Q2
$705K Buy
6,978
+501
+8% +$50.6K 0.11% 151
2022
Q1
$1.08M Buy
6,477
+947
+17% +$158K 0.17% 108
2021
Q4
$912 Buy
+5,530
New +$912 0.03% 125