IAM Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,438
| Closed | -$935K | – | 107 |
|
|
2024
Q3 | $935K | Buy |
12,438
+41
| +0.3% | +$3.08K | 0.24% | 58 |
|
|
2024
Q2 | $901K | Sell |
12,397
-293
| -2% | -$21.3K | 0.24% | 58 |
|
|
2024
Q1 | $977K | Buy |
12,690
+306
| +2% | +$23.6K | 0.27% | 54 |
|
|
2023
Q4 | $762K | Buy |
12,384
+23
| +0.2% | +$1.42K | 0.24% | 55 |
|
|
2023
Q3 | $568K | Buy |
+12,361
| New | +$568K | 0.2% | 61 |
|