Liberty Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,035
| Closed | -$180K | – | 1035 |
|
|
2021
Q3 | $180K | Buy |
4,035
+1,122
| +39% | +$50.1K | 0.06% | 180 |
|
|
2021
Q2 | $146K | Buy |
2,913
+1,342
| +85% | +$67.3K | 0.06% | 166 |
|
|
2021
Q1 | $82K | Hold |
1,571
| – | – | 0.04% | 207 |
|
|
2020
Q4 | $82K | Buy |
1,571
+773
| +97% | +$40.3K | 0.04% | 205 |
|
|
2020
Q3 | $29K | Sell |
798
-58
| -7% | -$2.11K | 0.02% | 334 |
|
|
2020
Q2 | $27K | Buy |
856
+80
| +10% | +$2.52K | 0.02% | 334 |
|
|
2020
Q1 | $22K | Buy |
776
+197
| +34% | +$5.59K | 0.02% | 345 |
|
|
2019
Q4 | $17K | Buy |
579
+148
| +34% | +$4.35K | 0.01% | 441 |
|
|
2019
Q3 | $13K | Buy |
431
+30
| +7% | +$905 | 0.01% | 477 |
|
|
2019
Q2 | $19K | Buy |
+401
| New | +$19K | 0.02% | 420 |
|