9258 Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $927K | Buy |
12,331
+246
| +2% | +$18.5K | 0.14% | 127 |
|
|
2024
Q2 | $878K | Sell |
12,085
-10
| -0.1% | -$727 | 0.14% | 132 |
|
|
2024
Q1 | $931K | Sell |
12,095
-43
| -0.4% | -$3.31K | 0.15% | 131 |
|
|
2023
Q4 | $747K | Buy |
12,138
+4,185
| +53% | +$258K | 0.13% | 144 |
|
|
2023
Q3 | $366K | Buy |
+7,953
| New | +$366K | 0.07% | 217 |
|