Donor Advised Charitable Giving’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-82,065
Closed -$3.54M 29
2023
Q2
$3.54M Hold
82,065
0.23% 5
2023
Q1
$2.6M Hold
82,065
0.24% 9
2022
Q4
$2.03M Hold
82,065
0.34% 10
2022
Q3
$2.18M Hold
82,065
0.46% 8
2022
Q2
$1.68M Hold
82,065
0.29% 11
2022
Q1
$2.93M Hold
82,065
0.3% 9
2021
Q4
$3.44M Hold
82,065
0.33% 6
2021
Q3
$3.68M Hold
82,065
0.66% 8
2021
Q2
$4.11M Hold
82,065
0.46% 59
2021
Q1
$4.47M Buy
+82,065
New +$4.47M 0.46% 59