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LWM Advisory Services’s Uber UBER Stock Holding History

LWM Advisory Services’s Portfolio UBER Stock Details UBER Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,064
Closed -$323K – 122
2022
Q1 		$323K Sell
9,064
-1,384
-13% -$49.3K 0.4% 76
2021
Q4 		$438K Buy
+10,448
New +$438K 0.54% 54