Veritable’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 |
-44,748
| Closed | -$1.93M | – | 744 |
|
|
2023
Q2 | $1.93M | Buy |
44,748
+810
| +2% | +$35K | 0.03% | 248 |
|
|
2023
Q1 | $1.39M | Buy |
43,938
+3,949
| +10% | +$125K | 0.02% | 294 |
|
|
2022
Q4 | $989K | Sell |
39,989
-990
| -2% | -$24.5K | 0.02% | 363 |
|
|
2022
Q3 | $1.09M | Sell |
40,979
-2,821
| -6% | -$74.8K | 0.02% | 324 |
|
|
2022
Q2 | $896K | Buy |
43,800
+32,260
| +280% | +$660K | 0.02% | 399 |
|
|
2022
Q1 | $412K | Buy |
11,540
+1,109
| +11% | +$39.6K | 0.01% | 617 |
|
|
2021
Q4 | $437K | Sell |
10,431
-910
| -8% | -$38.1K | 0.01% | 596 |
|
|
2021
Q3 | $508K | Buy |
11,341
+772
| +7% | +$34.6K | 0.01% | 541 |
|
|
2021
Q2 | $530K | Buy |
10,569
+77
| +0.7% | +$3.86K | 0.01% | 522 |
|
|
2021
Q1 | $572K | Buy |
10,492
+5,421
| +107% | +$296K | 0.01% | 484 |
|
|
2020
Q4 | $259K | Sell |
5,071
-1,061
| -17% | -$54.2K | ﹤0.01% | 669 |
|
|
2020
Q3 | $224K | Buy |
+6,132
| New | +$224K | ﹤0.01% | 662 |
|
|
2020
Q2 | – | Sell |
-32,371
| Closed | -$904K | – | 787 |
|
|
2020
Q1 | $904K | Buy |
32,371
+112
| +0.3% | +$3.13K | 0.02% | 326 |
|
|
2019
Q4 | $959K | Buy |
+32,259
| New | +$959K | 0.02% | 373 |
|