Evanson Asset Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,628
| Closed | -$235K | – | 294 |
|
|
2021
Q3 | $235K | Sell |
4,628
-56
| -1% | -$2.84K | 0.02% | 253 |
|
|
2021
Q2 | $235K | Hold |
4,684
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $255K | Sell |
4,684
-3,938
| -46% | -$214K | 0.04% | 238 |
|
|
2020
Q4 | $440K | Buy |
8,622
+254
| +3% | +$13K | 0.07% | 162 |
|
|
2020
Q3 | $305K | Hold |
8,368
| – | – | 0.06% | 178 |
|
|
2020
Q2 | $260K | Sell |
8,368
-125
| -1% | -$3.88K | 0.05% | 192 |
|
|
2020
Q1 | $237K | Buy |
8,493
+325
| +4% | +$9.07K | 0.06% | 182 |
|
|
2019
Q4 | $243K | Buy |
+8,168
| New | +$243K | 0.05% | 210 |
|