First Trust Direct Indexing’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$4.11M Buy
2024
Q2
$3.49M Buy
2024
Q1
$3.15M Buy
2023
Q4
$1.64M Buy
2023
Q3
$845K Buy
2023
Q2
$734K Sell
2023
Q1
$598K Buy
2022
Q4
$362K Buy
2022
Q3
$324K Buy
2022
Q2
Sell
2022
Q1
$313K Buy
2021
Q4
$358K Sell
2021
Q3
$391K Buy
2021
Q2
$240K Buy