Kelly Financial Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-487
| Closed | -$35.4K | – | 722 |
|
2024
Q2 | $35.4K | Sell |
487
-13
| -3% | -$945 | 0.01% | 264 |
|
2024
Q1 | $38.5K | Buy |
500
+429
| +604% | +$33K | 0.01% | 256 |
|
2023
Q4 | $4.37K | Sell |
71
-197
| -74% | -$12.1K | ﹤0.01% | 484 |
|
2023
Q3 | $12.3K | Buy |
+268
| New | +$12.3K | 0.01% | 342 |
|
2023
Q1 | – | Sell |
-54
| Closed | -$1.34K | – | 727 |
|
2022
Q4 | $1.34K | Hold |
54
| – | – | ﹤0.01% | 539 |
|
2022
Q3 | $1.43K | Hold |
54
| – | – | ﹤0.01% | 542 |
|
2022
Q2 | $1.11K | Hold |
54
| – | – | ﹤0.01% | 547 |
|
2022
Q1 | $1.93K | Hold |
54
| – | – | ﹤0.01% | 522 |
|
2021
Q4 | $2.26K | Buy |
+54
| New | +$2.26K | ﹤0.01% | 524 |
|