Laidlaw Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,140
| Closed | -$248K | – | 371 |
|
|
2022
Q2 | $248K | Sell |
12,140
-393
| -3% | -$8.03K | 0.05% | 304 |
|
|
2022
Q1 | $447K | Buy |
12,533
+3,351
| +36% | +$120K | 0.07% | 235 |
|
|
2021
Q4 | $385K | Sell |
9,182
-4,042
| -31% | -$169K | 0.06% | 263 |
|
|
2021
Q3 | $592K | Buy |
13,224
+1,366
| +12% | +$61.2K | 0.15% | 136 |
|
|
2021
Q2 | $594K | Buy |
11,858
+1,703
| +17% | +$85.3K | 0.15% | 132 |
|
|
2021
Q1 | $554K | Buy |
10,155
+262
| +3% | +$14.3K | 0.19% | 114 |
|
|
2020
Q4 | $505K | Buy |
9,893
+395
| +4% | +$20.2K | 0.11% | 189 |
|
|
2020
Q3 | $346K | Sell |
9,498
-285
| -3% | -$10.4K | 0.15% | 138 |
|
|
2020
Q2 | $304K | Buy |
9,783
+720
| +8% | +$22.4K | 0.16% | 130 |
|
|
2020
Q1 | $253K | Buy |
9,063
+1,493
| +20% | +$41.7K | 0.17% | 128 |
|
|
2019
Q4 | $225K | Buy |
+7,570
| New | +$225K | 0.14% | 151 |
|