Mezzasalma Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,785
| Closed | -$489K | – | 90 |
|
|
2022
Q4 | $489K | Sell |
19,785
-410
| -2% | -$10.1K | 0.43% | 43 |
|
|
2022
Q3 | $535K | Hold |
20,195
| – | – | 0.43% | 37 |
|
|
2022
Q2 | $413K | Hold |
20,195
| – | – | 0.35% | 45 |
|
|
2022
Q1 | $721K | Sell |
20,195
-80
| -0.4% | -$2.86K | 0.45% | 37 |
|
|
2021
Q4 | $850K | Sell |
20,275
-50
| -0.2% | -$2.1K | 0.46% | 40 |
|
|
2021
Q3 | $911K | Hold |
20,325
| – | – | 0.51% | 37 |
|
|
2021
Q2 | $1.02M | Hold |
20,325
| – | – | 0.56% | 37 |
|
|
2021
Q1 | $1.11M | Hold |
20,325
| – | – | 0.71% | 32 |
|
|
2020
Q4 | $1.04M | Buy |
+20,325
| New | +$1.04M | 0.66% | 32 |
|