Bartlett & Co’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $45K | Buy |
712
+495
| +228% | +$31.3K | ﹤0.01% | 727 |
|
|
2023
Q3 | $10K | Buy |
217
+17
| +9% | +$783 | ﹤0.01% | 931 |
|
|
2023
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 940 |
|
|
2023
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 931 |
|
|
2022
Q3 | $5K | Sell |
200
-147
| -42% | -$3.68K | ﹤0.01% | 934 |
|
|
2022
Q2 | $7K | Buy |
347
+147
| +74% | +$2.97K | ﹤0.01% | 957 |
|
|
2022
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 880 |
|
|
2021
Q3 | – | Sell |
-62
| Closed | -$3K | – | 1071 |
|
|
2021
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 876 |
|