Compass Financial Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,399
| Closed | -$710K | – | 102 |
|
|
2023
Q1 | $710K | Buy |
22,399
+3,368
| +18% | +$107K | 0.9% | 33 |
|
|
2022
Q4 | $471K | Buy |
19,031
+99
| +0.5% | +$2.45K | 0.63% | 55 |
|
|
2022
Q3 | $502K | Sell |
18,932
-1,426
| -7% | -$37.8K | 0.75% | 45 |
|
|
2022
Q2 | $417K | Buy |
20,358
+7,654
| +60% | +$157K | 0.57% | 59 |
|
|
2022
Q1 | $453K | Buy |
12,704
+7,089
| +126% | +$253K | 0.5% | 69 |
|
|
2021
Q4 | $235K | Buy |
+5,615
| New | +$235K | 0.26% | 117 |
|