Alterna Wealth Management’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50,378
| Closed | -$271K | – | 94 |
|
|
2023
Q2 | $271K | Buy |
50,378
+1,606
| +3% | +$8.63K | 0.31% | 65 |
|
|
2023
Q1 | $216K | Buy |
48,772
+2,304
| +5% | +$10.2K | 0.27% | 84 |
|
|
2022
Q4 | $199K | Hold |
46,468
| – | – | 0.22% | 91 |
|
|
2022
Q3 | $218K | Buy |
46,468
+3,396
| +8% | +$15.9K | 0.26% | 61 |
|
|
2022
Q2 | $167K | Sell |
43,072
-12,948
| -23% | -$50.2K | 0.17% | 82 |
|
|
2022
Q1 | $291K | Buy |
+56,020
| New | +$291K | 0.25% | 67 |
|