Clear Perspective Advisors’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$209K Buy
4,983
+275
+6% +$11.5K 0.06% 171
2021
Q3
$211K Buy
4,708
+100
+2% +$4.48K 0.07% 159
2021
Q2
$231K Buy
4,608
+200
+5% +$10K 0.08% 153
2021
Q1
$240K Hold
4,408
0.09% 141
2020
Q4
$225K Buy
+4,408
New +$225K 0.09% 134