V Wealth Advisors’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 |
-7,906
| Closed | -$341K | – | 343 |
|
|
2023
Q2 | $341K | Sell |
7,906
-15
| -0.2% | -$648 | 0.06% | 265 |
|
|
2023
Q1 | $251K | Sell |
7,921
-533
| -6% | -$16.9K | 0.05% | 321 |
|
|
2022
Q4 | $209K | Sell |
8,454
-212
| -2% | -$5.24K | 0.04% | 336 |
|
|
2022
Q3 | $230K | Sell |
8,666
-2,350
| -21% | -$62.4K | 0.05% | 333 |
|
|
2022
Q2 | $226K | Sell |
11,016
-980
| -8% | -$20.1K | 0.04% | 362 |
|
|
2022
Q1 | $428K | Buy |
11,996
+300
| +3% | +$10.7K | 0.07% | 272 |
|
|
2021
Q4 | $491K | Sell |
11,696
-1,203
| -9% | -$50.5K | 0.07% | 258 |
|
|
2021
Q3 | $577K | Sell |
12,899
-167
| -1% | -$7.47K | 0.09% | 239 |
|
|
2021
Q2 | $660K | Sell |
13,066
-1,783
| -12% | -$90.1K | 0.11% | 219 |
|
|
2021
Q1 | $809K | Sell |
14,849
-2,385
| -14% | -$130K | 0.15% | 171 |
|
|
2020
Q4 | $879K | Buy |
17,234
+7,710
| +81% | +$393K | 0.18% | 148 |
|
|
2020
Q3 | $347K | Sell |
9,524
-11,130
| -54% | -$406K | 0.24% | 108 |
|
|
2020
Q2 | $642K | Sell |
20,654
-667
| -3% | -$20.7K | 0.17% | 152 |
|
|
2020
Q1 | $595K | Buy |
+21,321
| New | +$595K | 0.19% | 134 |
|