Ropes Wealth Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32,602
| Closed | -$1.41M | – | 278 |
|
|
2023
Q2 | $1.41M | Buy |
32,602
+28
| +0.1% | +$1.21K | 0.23% | 99 |
|
|
2023
Q1 | $1.03M | Sell |
32,574
-145
| -0.4% | -$4.6K | 0.19% | 114 |
|
|
2022
Q4 | $809K | Buy |
32,719
+425
| +1% | +$10.5K | 0.15% | 131 |
|
|
2022
Q3 | $856K | Buy |
32,294
+20
| +0.1% | +$530 | 0.18% | 110 |
|
|
2022
Q2 | $660K | Buy |
+32,274
| New | +$660K | 0.14% | 135 |
|
|
2021
Q1 | – | Sell |
-133
| Closed | -$7K | – | 752 |
|
|
2020
Q4 | $7K | Buy |
+133
| New | +$7K | ﹤0.01% | 557 |
|