McClarren Financial Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-405
| Closed | -$14K | – | 257 |
|
2022
Q1 | $14K | Hold |
405
| – | – | 0.01% | 197 |
|
2021
Q4 | $17K | Hold |
405
| – | – | 0.01% | 206 |
|
2021
Q3 | $18K | Hold |
405
| – | – | 0.01% | 174 |
|
2021
Q2 | $20K | Hold |
405
| – | – | 0.02% | 180 |
|
2021
Q1 | $22K | Hold |
405
| – | – | 0.02% | 152 |
|
2020
Q4 | $20K | Buy |
+405
| New | +$20K | 0.02% | 140 |
|