Trevian Wealth Management’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,525
| Closed | -$346K | – | 34 |
|
|
2023
Q3 | $346K | Sell |
7,525
-2,000
| -21% | -$92K | 0.32% | 22 |
|
|
2023
Q2 | $411K | Sell |
9,525
-8,315
| -47% | -$359K | 3.28% | 7 |
|
|
2023
Q1 | $566K | Hold |
17,840
| – | – | 0.53% | 18 |
|
|
2022
Q4 | $441K | Sell |
17,840
-5,289
| -23% | -$131K | 0.48% | 21 |
|
|
2022
Q3 | $613K | Hold |
23,129
| – | – | 0.69% | 18 |
|
|
2022
Q2 | $473K | Buy |
23,129
+15,480
| +202% | +$317K | 0.51% | 19 |
|
|
2022
Q1 | $273K | Sell |
7,649
-1,356
| -15% | -$48.4K | 0.26% | 27 |
|
|
2021
Q4 | $377K | Buy |
+9,005
| New | +$377K | 0.36% | 22 |
|