Lenox Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $13K | Buy |
415
+82
| +25% | +$2.57K | ﹤0.01% | 447 |
|
|
2021
Q4 | $14K | Buy |
333
+33
| +11% | +$1.39K | ﹤0.01% | 463 |
|
|
2021
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $15K | Sell |
300
-128
| -30% | -$6.4K | ﹤0.01% | 414 |
|
|
2021
Q1 | $23K | Sell |
428
-260
| -38% | -$14K | ﹤0.01% | 294 |
|
|
2020
Q4 | $35K | Buy |
688
+188
| +38% | +$9.56K | 0.01% | 239 |
|
|
2020
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 301 |
|
|
2020
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 310 |
|