Pinnacle Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-61,866
| Closed | -$1.64M | – | 59 |
|
2022
Q3 | $1.64M | Buy |
61,866
+402
| +0.7% | +$10.7K | 1.99% | 25 |
|
2022
Q2 | $1.26M | Buy |
61,464
+5,086
| +9% | +$104K | 1.77% | 33 |
|
2022
Q1 | $2.01M | Buy |
56,378
+8,494
| +18% | +$303K | 2.35% | 24 |
|
2021
Q4 | $2.01M | Buy |
+47,884
| New | +$2.01M | 1.72% | 30 |
|