High Net Worth Advisory Group’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$27K | – | 692 |
|
|
2022
Q3 | $27K | Sell |
1,000
-2,100
| -68% | -$56.7K | 0.01% | 416 |
|
|
2022
Q2 | $63K | Buy |
3,100
+3,000
| +3,000% | +$61K | 0.03% | 290 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 624 |
|