Berman Capital Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $370K | Sell |
8,275
-135
| -2% | -$6.04K | 0.06% | 168 |
|
|
2021
Q2 | $421K | Sell |
8,410
-491
| -6% | -$24.6K | 0.07% | 135 |
|
|
2021
Q1 | $484K | Buy |
8,901
+7,217
| +429% | +$392K | 0.1% | 100 |
|
|
2020
Q4 | $85K | Buy |
1,684
+141
| +9% | +$7.12K | 0.02% | 285 |
|
|
2020
Q3 | $56K | Buy |
1,543
+493
| +47% | +$17.9K | 0.02% | 320 |
|
|
2020
Q2 | $32K | Buy |
1,050
+845
| +412% | +$25.8K | 0.01% | 424 |
|
|
2020
Q1 | $5K | Buy |
205
+166
| +426% | +$4.05K | ﹤0.01% | 906 |
|
|
2019
Q4 | $1K | Sell |
39
-2,000
| -98% | -$51.3K | ﹤0.01% | 1393 |
|
|
2019
Q3 | $61K | Buy |
+2,039
| New | +$61K | 0.02% | 276 |
|