Icon Wealth Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $258K | Hold |
5,620
| – | – | 0.03% | 252 |
|
|
2023
Q2 | $243K | Hold |
5,620
| – | – | 0.03% | 289 |
|
|
2023
Q1 | $178K | Buy |
+5,620
| New | +$178K | 0.02% | 329 |
|
|
2022
Q2 | – | Sell |
-5,620
| Closed | -$201K | – | 336 |
|
|
2022
Q1 | $201K | Hold |
5,620
| – | – | 0.02% | 317 |
|
|
2021
Q4 | $236K | Hold |
5,620
| – | – | 0.02% | 292 |
|
|
2021
Q3 | $252K | Sell |
5,620
-23
| -0.4% | -$1.03K | 0.03% | 305 |
|
|
2021
Q2 | $283K | Sell |
5,643
-73
| -1% | -$3.66K | 0.03% | 304 |
|
|
2021
Q1 | $312K | Buy |
5,716
+87
| +2% | +$4.75K | 0.04% | 263 |
|
|
2020
Q4 | $287K | Hold |
5,629
| – | – | 0.05% | 239 |
|
|
2020
Q3 | $205K | Buy |
+5,629
| New | +$205K | 0.04% | 244 |
|