Elmwood Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,298
| Closed | -$549K | – | 135 |
|
|
2024
Q3 | $549K | Buy |
+7,298
| New | +$549K | 0.23% | 91 |
|
|
2022
Q1 | – | Sell |
-126
| Closed | -$5K | – | 306 |
|
|
2021
Q4 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 317 |
|
|
2021
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 282 |
|
|
2021
Q1 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 264 |
|
|
2020
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 220 |
|
|
2020
Q2 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 220 |
|