Quattro Financial Advisors’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,000
Closed -$317K 98
2023
Q1
$317K Sell
10,000
-100
-1% -$3.17K 0.13% 68
2022
Q4
$250K Hold
10,100
0.1% 66
2022
Q3
$268K Hold
10,100
0.11% 70
2022
Q2
$207K Hold
10,100
0.07% 74
2022
Q1
$360K Buy
+10,100
New +$360K 0.12% 64
2020
Q4
Sell
-93,428
Closed -$3.21M 52
2020
Q3
$3.21M Sell
93,428
-13,280
-12% -$456K 0.77% 32
2020
Q2
$3.45M Buy
+106,708
New +$3.45M 0.91% 24