WR Wealth Planners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.1K | Sell |
167
-353
| -68% | -$21.3K | ﹤0.01% | 592 |
|
|
2024
Q3 | $39.1K | Buy |
520
+115
| +28% | +$8.64K | 0.01% | 373 |
|
|
2024
Q2 | $29.4K | Buy |
405
+344
| +564% | +$25K | 0.01% | 395 |
|
|
2024
Q1 | $4.7K | Buy |
+61
| New | +$4.7K | ﹤0.01% | 731 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$222 | – | 981 |
|
|
2023
Q1 | $222 | Hold |
7
| – | – | ﹤0.01% | 895 |
|
|
2022
Q4 | $173 | Hold |
7
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $186 | Buy |
+7
| New | +$186 | ﹤0.01% | 490 |
|