BerganKDV Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.56K | Sell |
36
-33
| -48% | -$1.43K | ﹤0.01% | 714 |
|
|
2023
Q1 | $2.19K | Hold |
69
| – | – | ﹤0.01% | 815 |
|
|
2022
Q4 | $1.71K | Sell |
69
-37
| -35% | -$915 | ﹤0.01% | 821 |
|
|
2022
Q3 | $3K | Buy |
106
+28
| +36% | +$792 | ﹤0.01% | 776 |
|
|
2022
Q2 | $2K | Sell |
78
-24
| -24% | -$615 | ﹤0.01% | 856 |
|
|
2022
Q1 | $4K | Sell |
102
-5
| -5% | -$196 | ﹤0.01% | 775 |
|
|
2021
Q4 | $4K | Buy |
107
+5
| +5% | +$187 | ﹤0.01% | 836 |
|
|
2021
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 759 |
|
|
2021
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 654 |
|
|
2020
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 669 |
|
|
2020
Q3 | $4K | Buy |
102
+79
| +343% | +$3.1K | ﹤0.01% | 618 |
|
|
2020
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 908 |
|