Financial Synergies Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$11.5K | – | 443 |
|
|
2024
Q1 | $11.5K | Buy |
150
+15
| +11% | +$1.16K | ﹤0.01% | 240 |
|
|
2023
Q4 | $3.34K | Hold |
135
| – | – | ﹤0.01% | 232 |
|
|
2023
Q3 | $6.21K | Hold |
135
| – | – | ﹤0.01% | 259 |
|
|
2023
Q2 | $5.83K | Hold |
135
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $4.28K | Hold |
135
| – | – | ﹤0.01% | 271 |
|
|
2022
Q4 | $3.34K | Hold |
135
| – | – | ﹤0.01% | 232 |
|
|
2022
Q3 | $3.58K | Hold |
135
| – | – | ﹤0.01% | 201 |
|
|
2022
Q2 | $2.76K | Buy |
+135
| New | +$2.76K | ﹤0.01% | 215 |
|