TrinityPoint Wealth’s Uber UBER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-27,361	Closed	-$1.37M	–	316
2021 Q2	$1.37M	Sell	27,361 -4,205	-13%	-$211K	0.28%	85
2021 Q1	$1.72M	Buy	31,566 +778	+3%	+$42.4K	0.4%	70
2020 Q4	$1.6M	Buy	+30,788	New	+$1.6M	0.38%	68