CapWealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,834
| Closed | -$342K | – | 111 |
|
|
2022
Q4 | $342K | Sell |
13,834
-13,421
| -49% | -$332K | 0.04% | 88 |
|
|
2022
Q3 | $722K | Sell |
27,255
-84
| -0.3% | -$2.23K | 0.1% | 72 |
|
|
2022
Q2 | $559K | Buy |
27,339
+3,180
| +13% | +$65K | 0.07% | 81 |
|
|
2022
Q1 | $862K | Buy |
24,159
+1,186
| +5% | +$42.3K | 0.09% | 82 |
|
|
2021
Q4 | $963K | Buy |
22,973
+1,666
| +8% | +$69.8K | 0.1% | 75 |
|
|
2021
Q3 | $955K | Buy |
21,307
+309
| +1% | +$13.9K | 0.1% | 74 |
|
|
2021
Q2 | $1.05M | Buy |
+20,998
| New | +$1.05M | 0.11% | 67 |
|