Independent Solutions Wealth Management’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,509	Closed	-$270K	–	174
2024 Q1	$270K	Sell	3,509 -519	-13%	-$40K	0.06%	148
2023 Q4	$248K	Sell	4,028 -2,744	-41%	-$169K	0.06%	151
2023 Q3	$311K	Buy	6,772 +1,980	+41%	+$91.1K	0.08%	158
2023 Q2	$207K	Buy	+4,792	New	+$207K	0.05%	211