Heritage Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$23K | – | 594 |
|
|
2023
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $21.6K | Sell |
500
-378
| -43% | -$16.3K | ﹤0.01% | 394 |
|
|
2023
Q1 | $27.8K | Hold |
878
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $21.7K | Hold |
878
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $23.3K | Hold |
878
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $18K | Buy |
878
+378
| +76% | +$7.75K | ﹤0.01% | 433 |
|
|
2022
Q1 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 406 |
|