OneAscent Financial Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,070
| Closed | -$950K | – | 315 |
|
|
2024
Q2 | $950K | Sell |
13,070
-8,259
| -39% | -$600K | 0.13% | 102 |
|
|
2024
Q1 | $1.64M | Buy |
21,329
+49
| +0.2% | +$3.77K | 0.18% | 81 |
|
|
2023
Q4 | $1.31M | Buy |
21,280
+1,237
| +6% | +$76.2K | 0.16% | 90 |
|
|
2023
Q3 | $922K | Buy |
20,043
+112
| +0.6% | +$5.15K | 0.24% | 76 |
|
|
2023
Q2 | $860K | Buy |
+19,931
| New | +$860K | 0.38% | 32 |
|