Sterling Financial Planning’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-564
Closed -$25K 372
2021
Q3
$25K Hold
564
0.02% 248
2021
Q2
$28K Buy
564
+134
+31% +$6.65K 0.02% 230
2021
Q1
$23K Hold
430
0.02% 219
2020
Q4
$22K Buy
+430
New +$22K 0.02% 213