B. Riley Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $253 | Buy |
12,353
+1,971
| +19% | +$40 | ﹤0.01% | 585 |
|
2022
Q1 | $370K | Sell |
10,382
-5,222
| -33% | -$186K | 0.03% | 398 |
|
2021
Q4 | $654K | Buy |
15,604
+177
| +1% | +$7.42K | 0.05% | 292 |
|
2021
Q3 | $691K | Buy |
15,427
+3,216
| +26% | +$144K | 0.05% | 277 |
|
2021
Q2 | $612K | Sell |
12,211
-3,828
| -24% | -$192K | 0.07% | 205 |
|
2021
Q1 | $874K | Sell |
16,039
-30,025
| -65% | -$1.64M | 0.1% | 169 |
|
2020
Q4 | $2.35M | Buy |
46,064
+2,640
| +6% | +$135K | 0.3% | 81 |
|
2020
Q3 | $1.58M | Buy |
43,424
+3,697
| +9% | +$135K | 0.19% | 108 |
|
2020
Q2 | $1.24M | Sell |
39,727
-1,721
| -4% | -$53.5K | 0.14% | 143 |
|
2020
Q1 | $1.16M | Buy |
41,448
+4,110
| +11% | +$115K | 0.12% | 157 |
|
2019
Q4 | $1.11M | Buy |
+37,338
| New | +$1.11M | 0.17% | 129 |
|