WealthSource Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $796K | Buy |
12,926
+8
| +0.1% | +$493 | 0.05% | 231 |
|
|
2023
Q3 | $594K | Buy |
12,918
+13
| +0.1% | +$598 | 0.04% | 273 |
|
|
2023
Q2 | $557K | Sell |
12,905
-14,492
| -53% | -$626K | 0.04% | 296 |
|
|
2023
Q1 | $868K | Sell |
27,397
-280
| -1% | -$8.88K | 0.06% | 212 |
|
|
2022
Q4 | $684K | Buy |
27,677
+1,476
| +6% | +$36.5K | 0.05% | 246 |
|
|
2022
Q3 | $694K | Buy |
+26,201
| New | +$694K | 0.05% | 240 |
|
|
2022
Q2 | – | Sell |
-8,446
| Closed | -$301K | – | 599 |
|
|
2022
Q1 | $301K | Buy |
8,446
+305
| +4% | +$10.9K | 0.02% | 451 |
|
|
2021
Q4 | $341K | Buy |
8,141
+645
| +9% | +$27K | 0.03% | 396 |
|
|
2021
Q3 | $336K | Buy |
7,496
+2,264
| +43% | +$101K | 0.03% | 370 |
|
|
2021
Q2 | $262K | Buy |
+5,232
| New | +$262K | 0.02% | 390 |
|