Pathstone Family Office’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 | $1.35M | Buy |
8,579
+3,033
| +55% | +$476K | 0.01% | 599 |
|
|
2023
Q2 | $786K | Sell |
5,546
-252
| -4% | -$35.7K | 0.01% | 561 |
|
|
2023
Q1 | $913K | Sell |
5,798
-7,482
| -56% | -$1.18M | 0.01% | 470 |
|
|
2022
Q4 | $1.37M | Sell |
13,280
-2,555
| -16% | -$264K | 0.01% | 641 |
|
|
2022
Q3 | $1.49M | Buy |
15,835
+9,575
| +153% | +$903K | 0.01% | 547 |
|
|
2022
Q2 | $633K | Buy |
6,260
+750
| +14% | +$75.9K | 0.01% | 488 |
|
|
2022
Q1 | $980K | Buy |
5,510
+297
| +6% | +$52.8K | 0.02% | 330 |
|
|
2021
Q4 | $860K | Sell |
5,213
-1,416
| -21% | -$234K | 0.02% | 376 |
|
|
2021
Q3 | $1.13M | Buy |
6,629
+1,116
| +20% | +$191K | 0.03% | 262 |
|
|
2021
Q2 | $1.23M | Buy |
5,513
+1,575
| +40% | +$350K | 0.04% | 225 |
|
|
2021
Q1 | $932K | Buy |
+3,938
| New | +$932K | 0.03% | 217 |
|