PRW Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $238K | Sell |
5,573
-627
| -10% | -$26.8K | 0.09% | 89 |
|
|
2023
Q2 | $282K | Buy |
+6,200
| New | +$282K | 0.1% | 54 |
|
|
2022
Q2 | – | Sell |
-5,977
| Closed | -$213K | – | 120 |
|
|
2022
Q1 | $213K | Sell |
5,977
-15
| -0.3% | -$535 | 0.09% | 111 |
|
|
2021
Q4 | $251K | Buy |
5,992
+5
| +0.1% | +$209 | 0.12% | 84 |
|
|
2021
Q3 | $268K | Buy |
+5,987
| New | +$268K | 0.13% | 77 |
|