Homrich & Berg’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$224K	Sell	4,990 -5,437	-52%	-$244K	0.01%	421
2021 Q2	$523K	Buy	10,427 +4,790	+85%	+$240K	0.01%	292
2021 Q1	$307K	Buy	5,637 +568	+11%	+$30.9K	0.01%	333
2020 Q4	$259K	Buy	+5,069	New	+$259K	0.01%	344