GW & Wade’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $234K | Buy |
+3,802
| New | +$234K | 0.01% | 373 |
|
|
2023
Q2 | – | Sell |
-11,832
| Closed | -$375K | – | 400 |
|
|
2023
Q1 | $375K | Sell |
11,832
-268
| -2% | -$8.49K | 0.01% | 287 |
|
|
2022
Q4 | $299K | Buy |
12,100
+29
| +0.2% | +$717 | 0.01% | 310 |
|
|
2022
Q3 | $320K | Buy |
12,071
+78
| +0.7% | +$2.07K | 0.02% | 294 |
|
|
2022
Q2 | $245K | Sell |
11,993
-352
| -3% | -$7.19K | 0.01% | 335 |
|
|
2022
Q1 | $440K | Sell |
12,345
-92
| -0.7% | -$3.28K | 0.02% | 262 |
|
|
2021
Q4 | $521K | Buy |
12,437
+3,247
| +35% | +$136K | 0.02% | 248 |
|
|
2021
Q3 | $412K | Buy |
9,190
+75
| +0.8% | +$3.36K | 0.02% | 275 |
|
|
2021
Q2 | $457K | Buy |
9,115
+352
| +4% | +$17.6K | 0.02% | 261 |
|
|
2021
Q1 | $478K | Buy |
+8,763
| New | +$478K | 0.03% | 228 |
|