First Trust Direct Indexing’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $603K | Sell |
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|
2024
Q2 | $560K | Buy |
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|
2024
Q1 | $653K | Sell |
|
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|
2023
Q4 | $679K | Buy |
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|
2023
Q3 | $484K | Buy |
|
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|
2023
Q2 | $530K | Buy |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $705K | Buy |
|
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $102K | Buy |
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|
2021
Q3 | $93K | Sell |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $33K | Buy |
|