Carroll Financial Associates’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $90K | Buy |
2,113
+1,296
| +159% | +$55.2K | ﹤0.01% | 556 |
|
2021
Q3 | $36K | Buy |
817
+137
| +20% | +$6.04K | ﹤0.01% | 835 |
|
2021
Q2 | $34K | Hold |
680
| – | – | ﹤0.01% | 933 |
|
2021
Q1 | $37K | Sell |
680
-509
| -43% | -$27.7K | ﹤0.01% | 842 |
|
2020
Q4 | $60K | Sell |
1,189
-500
| -30% | -$25.2K | ﹤0.01% | 657 |
|
2020
Q3 | $61K | Buy |
1,689
+1,570
| +1,319% | +$56.7K | ﹤0.01% | 604 |
|
2020
Q2 | $3K | Buy |
+119
| New | +$3K | ﹤0.01% | 1318 |
|
2020
Q1 | – | Sell |
-30
| Closed | – | – | 1683 |
|
2019
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1708 |
|
2019
Q3 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1722 |
|