DFPG Investments’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 |
-22,974
| Closed | -$1.11M | – | 190 |
|
|
2021
Q2 | $1.11M | Buy |
22,974
+723
| +3% | +$34.8K | 0.42% | 70 |
|
|
2021
Q1 | $1.28M | Buy |
22,251
+2,060
| +10% | +$118K | 0.55% | 61 |
|
|
2020
Q4 | $1.08M | Buy |
20,191
+5,193
| +35% | +$277K | 0.49% | 62 |
|
|
2020
Q3 | $552K | Sell |
14,998
-6,806
| -31% | -$250K | 0.29% | 91 |
|
|
2020
Q2 | $716K | Sell |
21,804
-4,674
| -18% | -$153K | 0.44% | 61 |
|
|
2020
Q1 | $726K | Buy |
26,478
+7,864
| +42% | +$216K | 0.54% | 56 |
|
|
2019
Q4 | $652K | Buy |
18,614
+5,718
| +44% | +$200K | 0.43% | 70 |
|
|
2019
Q3 | $378K | Sell |
12,896
-328
| -2% | -$9.61K | 0.31% | 93 |
|
|
2019
Q2 | $585K | Buy |
+13,224
| New | +$585K | 0.56% | 51 |
|