MGWM
Marks Group Wealth Management’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-52,956
| Closed | -$192K | – | 315 |
|
|
2021
Q4 | $192K | Sell |
52,956
-18,739
| -26% | -$67.9K | 0.02% | 300 |
|
|
2021
Q3 | $383K | Buy |
71,695
+12,685
| +21% | +$67.8K | 0.05% | 225 |
|
|
2021
Q2 | $355K | Buy |
59,010
+2,210
| +4% | +$13.3K | 0.05% | 206 |
|
|
2021
Q1 | $282K | Buy |
56,800
+12,933
| +29% | +$64.2K | 0.04% | 213 |
|
|
2020
Q4 | $267K | Buy |
43,867
+19,079
| +77% | +$116K | 0.04% | 223 |
|
|
2020
Q3 | $99K | Hold |
24,788
| – | – | 0.02% | 235 |
|
|
2020
Q2 | $116K | Buy |
+24,788
| New | +$116K | 0.02% | 228 |
|