Lenox Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-388
| Closed | -$3K | – | 494 |
|
|
2019
Q1 | $3K | Buy |
+388
| New | +$3K | ﹤0.01% | 462 |
|
|
2015
Q4 | – | Sell |
-539
| Closed | -$2K | – | 537 |
|
|
2015
Q3 | $2K | Buy |
+539
| New | +$2K | ﹤0.01% | 346 |
|
|
2015
Q2 | – | Sell |
-540
| Closed | -$2K | – | 317 |
|
|
2015
Q1 | $2K | Hold |
540
| – | – | ﹤0.01% | 302 |
|
|
2014
Q4 | $3K | Hold |
540
| – | – | ﹤0.01% | 287 |
|
|
2014
Q3 | $3K | Buy |
+540
| New | +$3K | ﹤0.01% | 260 |
|