Segall Bryant & Hamill’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 |
-7,700
| Closed | -$332K | – | 686 |
|
|
2023
Q2 | $332K | Buy |
7,700
+1,200
| +18% | +$51.8K | ﹤0.01% | 624 |
|
|
2023
Q1 | $206K | Buy |
+6,500
| New | +$206K | ﹤0.01% | 692 |
|
|
2022
Q4 | – | Sell |
-7,500
| Closed | -$200K | – | 737 |
|
|
2022
Q3 | $200K | Buy |
+7,500
| New | +$200K | ﹤0.01% | 704 |
|
|
2022
Q2 | – | Sell |
-7,500
| Closed | -$268K | – | 751 |
|
|
2022
Q1 | $268K | Buy |
7,500
+1,000
| +15% | +$35.7K | ﹤0.01% | 697 |
|
|
2021
Q4 | $273K | Hold |
6,500
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $291K | Buy |
+6,500
| New | +$291K | ﹤0.01% | 699 |
|
|
2021
Q2 | – | Sell |
-4,062
| Closed | -$222K | – | 829 |
|
|
2021
Q1 | $222K | Hold |
4,062
| – | – | ﹤0.01% | 774 |
|
|
2020
Q4 | $208K | Buy |
+4,062
| New | +$208K | ﹤0.01% | 705 |
|