Apriem Advisors’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,844
| Closed | -$22K | – | 551 |
|
|
2015
Q2 | $22K | Hold |
4,844
| – | – | 0.01% | 308 |
|
|
2015
Q1 | $22K | Sell |
4,844
-2,082
| -30% | -$9.46K | 0.01% | 302 |
|
|
2014
Q4 | $37K | Hold |
6,926
| – | – | 0.01% | 222 |
|
|
2014
Q3 | $40K | Hold |
6,926
| – | – | 0.02% | 231 |
|
|
2014
Q2 | $41K | Hold |
6,926
| – | – | 0.02% | 210 |
|
|
2014
Q1 | $39K | Hold |
6,926
| – | – | 0.01% | 239 |
|
|
2013
Q4 | $35K | Buy |
6,926
+1,065
| +18% | +$5.38K | 0.01% | 242 |
|
|
2013
Q3 | $31K | Hold |
5,861
| – | – | 0.01% | 241 |
|
|
2013
Q2 | $28K | Buy |
+5,861
| New | +$28K | 0.01% | 245 |
|