Core Wealth Advisors’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 |
-90
| Closed | -$6.93K | – | 222 |
|
|
2024
Q1 | $6.93K | Hold |
90
| – | – | ﹤0.01% | 210 |
|
|
2023
Q4 | $5.54K | Hold |
90
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $4.14K | Hold |
90
| – | – | ﹤0.01% | 202 |
|
|
2023
Q2 | $3.89K | Hold |
90
| – | – | ﹤0.01% | 207 |
|
|
2023
Q1 | $2.85K | Hold |
90
| – | – | ﹤0.01% | 217 |
|
|
2022
Q4 | $2.23K | Hold |
90
| – | – | ﹤0.01% | 234 |
|
|
2022
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 206 |
|
|
2022
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 202 |
|
|
2022
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 175 |
|
|
2021
Q4 | $4K | Sell |
90
-75
| -45% | -$3.33K | ﹤0.01% | 187 |
|
|
2021
Q3 | $7K | Buy |
165
+10
| +6% | +$424 | ﹤0.01% | 149 |
|
|
2021
Q2 | $8K | Hold |
155
| – | – | 0.01% | 138 |
|
|
2021
Q1 | $8K | Sell |
155
-25
| -14% | -$1.29K | 0.01% | 124 |
|
|
2020
Q4 | $9K | Buy |
180
+100
| +125% | +$5K | 0.01% | 120 |
|
|
2020
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 132 |
|
|
2020
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 116 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 136 |
|
|
2019
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 121 |
|