SWS
SYSTM Wealth Solutions’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.2K | Sell |
16
-64,795
| -100% | -$4.87M | 0.04% | 72 |
|
|
2024
Q2 | $4.71M | Buy |
64,811
+15,445
| +31% | +$1.12M | 1.05% | 29 |
|
|
2024
Q1 | $3.8M | Buy |
49,366
+16,196
| +49% | +$1.25M | 0.48% | 54 |
|
|
2023
Q4 | $2.04M | Buy |
33,170
+3,800
| +13% | +$234K | 0.28% | 101 |
|
|
2023
Q3 | $1.35M | Buy |
29,370
+10,946
| +59% | +$503K | 0.21% | 138 |
|
|
2023
Q2 | $795K | Buy |
+18,424
| New | +$795K | 0.11% | 241 |
|
|
2023
Q1 | – | Sell |
-14,506
| Closed | -$359K | – | 526 |
|
|
2022
Q4 | $359K | Buy |
+14,506
| New | +$359K | 0.04% | 392 |
|