Lee Financial’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-157
| Closed | -$9.67K | – | 775 |
|
|
2023
Q4 | $9.67K | Buy |
157
+2
| +1% | +$123 | ﹤0.01% | 435 |
|
|
2023
Q3 | $7.13K | Hold |
155
| – | – | ﹤0.01% | 464 |
|
|
2023
Q2 | $6.69K | Hold |
155
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $4.91K | Sell |
155
-50
| -24% | -$1.59K | ﹤0.01% | 535 |
|
|
2022
Q4 | $5.07K | Hold |
205
| – | – | ﹤0.01% | 546 |
|
|
2022
Q3 | $6K | Buy |
205
+52
| +34% | +$1.52K | ﹤0.01% | 519 |
|
|
2022
Q2 | $4K | Buy |
153
+7
| +5% | +$183 | ﹤0.01% | 600 |
|
|
2022
Q1 | $5K | Sell |
146
-52
| -26% | -$1.78K | ﹤0.01% | 518 |
|
|
2021
Q4 | $9K | Sell |
198
-1,060
| -84% | -$48.2K | ﹤0.01% | 526 |
|
|
2021
Q3 | $56K | Hold |
1,258
| – | – | 0.01% | 217 |
|
|
2021
Q2 | $63K | Buy |
1,258
+43
| +4% | +$2.15K | 0.01% | 210 |
|
|
2021
Q1 | $66K | Hold |
1,215
| – | – | 0.02% | 212 |
|
|
2020
Q4 | $62K | Hold |
1,215
| – | – | 0.02% | 193 |
|
|
2020
Q3 | $44K | Buy |
1,215
+20
| +2% | +$724 | 0.01% | 245 |
|
|
2020
Q2 | $37K | Hold |
1,195
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $33K | Hold |
1,195
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $36K | Hold |
1,195
| – | – | 0.01% | 211 |
|
|
2019
Q3 | $36K | Buy |
+1,195
| New | +$36K | 0.01% | 209 |
|