Capital Advisory Group Advisory Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-480
| Closed | -$22K | – | 476 |
|
|
2021
Q3 | $22K | Sell |
480
-4,416
| -90% | -$202K | 0.01% | 324 |
|
|
2021
Q2 | $245K | Buy |
4,896
+286
| +6% | +$14.3K | 0.09% | 173 |
|
|
2021
Q1 | $251K | Buy |
4,610
+3,870
| +523% | +$211K | 0.1% | 157 |
|
|
2020
Q4 | $38K | Hold |
740
| – | – | 0.02% | 264 |
|
|
2020
Q3 | $27K | Hold |
740
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $23K | Buy |
740
+300
| +68% | +$9.32K | 0.01% | 245 |
|
|
2020
Q1 | $12K | Buy |
+440
| New | +$12K | 0.01% | 220 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$9K | – | 452 |
|
|
2019
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 296 |
|