Capital Wealth Planning’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,527
| Closed | -$272K | – | 151 |
|
|
2024
Q1 | $272K | Buy |
+3,527
| New | +$272K | ﹤0.01% | 123 |
|
|
2021
Q3 | – | Sell |
-7,608
| Closed | -$382K | – | 139 |
|
|
2021
Q2 | $382K | Sell |
7,608
-110
| -1% | -$5.52K | 0.01% | 82 |
|
|
2021
Q1 | $421K | Buy |
7,718
+1,598
| +26% | +$87.2K | 0.01% | 76 |
|
|
2020
Q4 | $332K | Buy |
+6,120
| New | +$332K | 0.01% | 80 |
|