Cypress Wealth Services’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,927	Closed	-$247K	–	262
2021 Q2	$247K	Sell	4,927 -595	-11%	-$29.8K	0.07%	224
2021 Q1	$301K	Buy	5,522 +135	+3%	+$7.36K	0.06%	215
2020 Q4	$275K	Buy	+5,387	New	+$275K	0.06%	218