Cedar Brook Financial Partners’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 |
-4,663
| Closed | -$359K | – | 373 |
|
2024
Q1 | $359K | Buy |
4,663
+37
| +0.8% | +$2.85K | 0.07% | 277 |
|
2023
Q4 | $294K | Buy |
+4,626
| New | +$294K | 0.07% | 299 |
|
2022
Q2 | – | Sell |
-28,579
| Closed | -$1.02M | – | 393 |
|
2022
Q1 | $1.02M | Sell |
28,579
-18
| -0.1% | -$642 | 0.26% | 89 |
|
2021
Q4 | $1.2M | Buy |
+28,597
| New | +$1.2M | 0.31% | 83 |
|