Wealth Management Associates’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,136
| Closed | -$207K | – | 186 |
|
|
2022
Q2 | $207K | Hold |
10,136
| – | – | 0.14% | 163 |
|
|
2022
Q1 | $362K | Sell |
10,136
-150
| -1% | -$5.35K | 0.21% | 123 |
|
|
2021
Q4 | $431K | Buy |
10,286
+421
| +4% | +$17.7K | 0.23% | 113 |
|
|
2021
Q3 | $442K | Buy |
9,865
+3,065
| +45% | +$137K | 0.26% | 101 |
|
|
2021
Q2 | $341K | Buy |
6,800
+2,012
| +42% | +$101K | 0.19% | 133 |
|
|
2021
Q1 | $261K | Sell |
4,788
-1,300
| -21% | -$70.9K | 0.17% | 145 |
|
|
2020
Q4 | $310K | Buy |
+6,088
| New | +$310K | 0.2% | 124 |
|