One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,367
| Closed | -$83K | – | 216 |
|
|
2021
Q4 | $83K | Sell |
24,367
-40,364
| -62% | -$137K | 0.02% | 196 |
|
|
2021
Q3 | $256K | Buy |
64,731
+211
| +0.3% | +$834 | 0.08% | 170 |
|
|
2021
Q2 | $291K | Buy |
64,520
+6,450
| +11% | +$29.1K | 0.09% | 129 |
|
|
2021
Q1 | $216K | Buy |
58,070
+5,084
| +10% | +$18.9K | 0.08% | 135 |
|
|
2020
Q4 | $242K | Buy |
52,986
+519
| +1% | +$2.37K | 0.13% | 102 |
|
|
2020
Q3 | $157K | Buy |
52,467
+5,717
| +12% | +$17.1K | 0.11% | 84 |
|
|
2020
Q2 | $164K | Buy |
46,750
+28,269
| +153% | +$99.2K | 0.13% | 75 |
|
|
2020
Q1 | $62K | Sell |
18,481
-1,452
| -7% | -$4.87K | 0.06% | 88 |
|
|
2019
Q4 | $137K | Sell |
19,933
-146
| -0.7% | -$1K | 0.1% | 111 |
|
|
2019
Q3 | $127K | Sell |
20,079
-1,243
| -6% | -$7.86K | 0.11% | 107 |
|
|
2019
Q2 | $151K | Sell |
21,322
-214
| -1% | -$1.52K | 0.12% | 116 |
|
|
2019
Q1 | $142K | Sell |
21,536
-8,512
| -28% | -$56.1K | 0.12% | 152 |
|
|
2018
Q4 | $206K | Sell |
30,048
-256
| -0.8% | -$1.76K | 0.21% | 92 |
|
|
2018
Q3 | $166K | Sell |
30,304
-140
| -0.5% | -$767 | 0.13% | 145 |
|
|
2018
Q2 | $158K | Sell |
30,444
-520
| -2% | -$2.7K | 0.13% | 151 |
|
|
2018
Q1 | $241K | Sell |
30,964
-349
| -1% | -$2.72K | 0.21% | 99 |
|
|
2017
Q4 | $203K | Buy |
+31,313
| New | +$203K | 0.16% | 105 |
|