FinTrust Capital Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38.3K | Buy |
509
+79
| +18% | +$5.94K | 0.01% | 651 |
|
|
2024
Q2 | $31.3K | Hold |
430
| – | – | 0.01% | 655 |
|
|
2024
Q1 | $33.1K | Sell |
430
-2,569
| -86% | -$198K | 0.01% | 633 |
|
|
2023
Q4 | $185K | Buy |
2,999
+1,391
| +87% | +$85.6K | 0.04% | 285 |
|
|
2023
Q3 | $74K | Sell |
1,608
-5,204
| -76% | -$239K | 0.02% | 399 |
|
|
2023
Q2 | $168K | Hold |
6,812
| – | – | 0.04% | 283 |
|
|
2023
Q1 | $168K | Hold |
6,812
| – | – | 0.04% | 279 |
|
|
2022
Q4 | $168K | Buy |
6,812
+146
| +2% | +$3.61K | 0.04% | 280 |
|
|
2022
Q3 | $184K | Sell |
6,666
-15
| -0.2% | -$414 | 0.05% | 278 |
|
|
2022
Q2 | $156K | Buy |
6,681
+1,076
| +19% | +$25.1K | 0.04% | 301 |
|
|
2022
Q1 | $200K | Buy |
5,605
+1,952
| +53% | +$69.7K | 0.05% | 290 |
|
|
2021
Q4 | $153K | Buy |
3,653
+3,373
| +1,205% | +$141K | 0.04% | 332 |
|
|
2021
Q3 | $13K | Hold |
280
| – | – | ﹤0.01% | 849 |
|
|
2021
Q2 | $14K | Hold |
280
| – | – | ﹤0.01% | 841 |
|
|
2021
Q1 | $15K | Sell |
280
-3,500
| -93% | -$188K | ﹤0.01% | 788 |
|
|
2020
Q4 | $200K | Buy |
3,780
+3,500
| +1,250% | +$185K | 0.06% | 245 |
|
|
2020
Q3 | $10 | Buy |
+280
| New | +$10 | ﹤0.01% | 812 |
|
|
2020
Q2 | – | Sell |
-5,305
| Closed | -$148K | – | 1156 |
|
|
2020
Q1 | $148K | Hold |
5,305
| – | – | 0.07% | 233 |
|
|
2019
Q4 | $158K | Buy |
+5,305
| New | +$158K | 0.06% | 249 |
|