Fernwood Investment 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	$423K	Sell	7,010 -30	-0.4%	-$1.81K	0.15%	116
2024 Q3	$529K	Sell	7,040 -625	-8%	-$47K	0.17%	115
2024 Q2	$557K	Buy	7,665 +1,840	+32%	+$134K	0.17%	115
2024 Q1	$448K	Buy	5,825 +1,635	+39%	+$126K	0.13%	137
2023 Q4	$255K	Buy	+4,190	New	+$255K	0.08%	165