Caliber Wealth Management (Utah)’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-41,020
| Closed | -$1.09M | – | 97 |
|
|
2022
Q3 | $1.09M | Buy |
41,020
+1,255
| +3% | +$33.3K | 0.86% | 47 |
|
|
2022
Q2 | $814K | Buy |
39,765
+2,804
| +8% | +$57.4K | 0.63% | 50 |
|
|
2022
Q1 | $1.32M | Buy |
36,961
+6,343
| +21% | +$226K | 0.84% | 51 |
|
|
2021
Q4 | $1.27M | Buy |
30,618
+5,875
| +24% | +$244K | 0.88% | 50 |
|
|
2021
Q3 | $1.17M | Buy |
24,743
+1,902
| +8% | +$89.6K | 0.82% | 54 |
|
|
2021
Q2 | $1.15M | Sell |
22,841
-605
| -3% | -$30.3K | 0.81% | 51 |
|
|
2021
Q1 | $1.28M | Buy |
23,446
+6,885
| +42% | +$375K | 0.93% | 42 |
|
|
2020
Q4 | $845K | Buy |
+16,561
| New | +$845K | 0.83% | 50 |
|