CWA
Clarus Wealth Advisors’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,996
| Closed | -$671K | – | 140 |
|
|
2024
Q3 | $671K | Buy |
8,996
+334
| +4% | +$24.9K | 0.34% | 62 |
|
|
2024
Q2 | $600K | Buy |
+8,662
| New | +$600K | 0.32% | 67 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$9K | – | 512 |
|
|
2019
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 452 |
|