Marino Stram & Associates’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-88,967
| Closed | -$401K | – | 215 |
|
|
2021
Q2 | $401K | Buy |
+88,967
| New | +$401K | 0.1% | 151 |
|
|
2019
Q2 | – | Sell |
-562
| Closed | -$4K | – | 324 |
|
|
2019
Q1 | $4K | Sell |
562
-312
| -36% | -$2.22K | ﹤0.01% | 416 |
|
|
2018
Q4 | $6K | Buy |
874
+600
| +219% | +$4.12K | 0.01% | 319 |
|
|
2018
Q3 | $2K | Hold |
274
| – | – | ﹤0.01% | 404 |
|
|
2018
Q2 | $1K | Buy |
+274
| New | +$1K | ﹤0.01% | 442 |
|