Copperleaf Capital’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 |
-14,770
| Closed | -$468K | – | 84 |
|
|
2023
Q1 | $468K | Sell |
14,770
-5,172
| -26% | -$164K | 0.47% | 47 |
|
|
2022
Q4 | $493K | Buy |
19,942
+1,564
| +9% | +$38.7K | 0.57% | 43 |
|
|
2022
Q3 | $487K | Sell |
18,378
-11,259
| -38% | -$298K | 0.53% | 50 |
|
|
2022
Q2 | $606K | Sell |
29,637
-872
| -3% | -$17.8K | 0.61% | 45 |
|
|
2022
Q1 | $1.09M | Buy |
30,509
+3,512
| +13% | +$125K | 0.97% | 33 |
|
|
2021
Q4 | $1.13M | Buy |
26,997
+6,382
| +31% | +$268K | 0.98% | 32 |
|
|
2021
Q3 | $924K | Buy |
20,615
+1,324
| +7% | +$59.3K | 0.89% | 36 |
|
|
2021
Q2 | $967K | Buy |
19,291
+1,557
| +9% | +$78K | 0.95% | 37 |
|
|
2021
Q1 | $967K | Buy |
17,734
+2,266
| +15% | +$124K | 1.03% | 34 |
|
|
2020
Q4 | $789K | Sell |
15,468
-3,130
| -17% | -$160K | 0.67% | 39 |
|
|
2020
Q3 | $678K | Sell |
18,598
-84
| -0.4% | -$3.06K | 0.65% | 44 |
|
|
2020
Q2 | $581K | Sell |
18,682
-256
| -1% | -$7.96K | 0.6% | 41 |
|
|
2020
Q1 | $529K | Buy |
18,938
+10,773
| +132% | +$301K | 0.64% | 36 |
|
|
2019
Q4 | $243K | Buy |
+8,165
| New | +$243K | 0.25% | 44 |
|