Beacon Financial Group’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,436	Closed	-$657K	–	240
2023 Q2	$657K	Sell	15,436 -1,605	-9%	-$68.3K	0.09%	157
2023 Q1	$541K	Sell	17,041 -3,309	-16%	-$105K	0.08%	172
2022 Q4	$509K	Buy	+20,350	New	+$509K	0.07%	183