Glassman Wealth Services’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,979
| Closed | -$25.1K | – | 998 |
|
|
2023
Q4 | $25.1K | Buy |
3,979
+37
| +0.9% | +$234 | ﹤0.01% | 634 |
|
|
2023
Q3 | $19.2K | Hold |
3,942
| – | – | ﹤0.01% | 662 |
|
|
2023
Q2 | $21.1K | Sell |
3,942
-77
| -2% | -$413 | ﹤0.01% | 602 |
|
|
2023
Q1 | $17.8K | Buy |
4,019
+763
| +23% | +$3.38K | ﹤0.01% | 661 |
|
|
2022
Q4 | $13.9K | Buy |
3,256
+1,706
| +110% | +$7.31K | ﹤0.01% | 749 |
|
|
2022
Q3 | $7K | Buy |
1,550
+1,231
| +386% | +$5.56K | ﹤0.01% | 903 |
|
|
2022
Q2 | $1K | Buy |
319
+49
| +18% | +$154 | ﹤0.01% | 1442 |
|
|
2022
Q1 | $1K | Hold |
270
| – | – | ﹤0.01% | 1423 |
|
|
2021
Q4 | $1K | Buy |
+270
| New | +$1K | ﹤0.01% | 1407 |
|
|
2020
Q4 | – | Sell |
-423
| Closed | -$1K | – | 1439 |
|
|
2020
Q3 | $1K | Buy |
423
+228
| +117% | +$539 | ﹤0.01% | 1179 |
|
|
2020
Q2 | $1K | Buy |
+195
| New | +$1K | ﹤0.01% | 1047 |
|