Retirement Planning Company of New England’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,618
Closed -$218K 241
2024
Q4
$218K Buy
+3,618
New +$218K 0.11% 215
2022
Q1
Sell
-150
Closed -$6K 839
2021
Q4
$6K Buy
+150
New +$6K ﹤0.01% 740