Meristem Family Wealth’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-27,001
| Closed | -$107K | – | 412 |
|
|
2021
Q3 | $107K | Hold |
27,001
| – | – | 0.01% | 412 |
|
|
2021
Q2 | $122K | Sell |
27,001
-16,908
| -39% | -$76.4K | 0.02% | 315 |
|
|
2021
Q1 | $163K | Sell |
43,909
-16,257
| -27% | -$60.4K | 0.03% | 245 |
|
|
2020
Q4 | $275K | Hold |
60,166
| – | – | 0.06% | 185 |
|
|
2020
Q3 | $179K | Hold |
60,166
| – | – | 0.05% | 194 |
|
|
2020
Q2 | $211K | Buy |
60,166
+43,741
| +266% | +$153K | 0.06% | 173 |
|
|
2020
Q1 | $55K | Hold |
16,425
| – | – | 0.02% | 185 |
|
|
2019
Q4 | $113K | Hold |
16,425
| – | – | 0.03% | 200 |
|
|
2019
Q3 | $104K | Buy |
+16,425
| New | +$104K | 0.03% | 197 |
|