Lake Street Advisors Group’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,624
| Closed | -$117K | – | 647 |
|
|
2024
Q1 | $117K | Sell |
18,624
-162
| -0.9% | -$1.02K | 0.01% | 573 |
|
|
2023
Q4 | $124K | Buy |
18,786
+3,210
| +21% | +$21.2K | 0.01% | 558 |
|
|
2023
Q3 | $76K | Buy |
+15,576
| New | +$76K | ﹤0.01% | 267 |
|
|
2022
Q4 | – | Sell |
-22,486
| Closed | -$106K | – | 350 |
|
|
2022
Q3 | $106K | Hold |
22,486
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $87K | Buy |
22,486
+1,962
| +10% | +$7.59K | 0.01% | 215 |
|
|
2022
Q1 | $107K | Sell |
20,524
-4,157
| -17% | -$21.7K | 0.01% | 213 |
|
|
2021
Q4 | $84K | Sell |
24,681
-16,095
| -39% | -$54.8K | 0.01% | 206 |
|
|
2021
Q3 | $161K | Buy |
+40,776
| New | +$161K | 0.02% | 157 |
|
|
2018
Q2 | – | Sell |
-23,283
| Closed | -$181K | – | 346 |
|
|
2018
Q1 | $181K | Hold |
23,283
| – | – | 0.02% | 300 |
|
|
2017
Q4 | $151K | Buy |
+23,283
| New | +$151K | 0.02% | 312 |
|