Patriot Financial Group Insurance Agency’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,590
| Closed | -$6K | – | 1165 |
|
|
2022
Q2 | $6K | Buy |
1,590
+583
| +58% | +$2.2K | ﹤0.01% | 1426 |
|
|
2022
Q1 | $5K | Buy |
+1,007
| New | +$5K | ﹤0.01% | 1612 |
|
|
2021
Q4 | – | Sell |
-874
| Closed | -$3K | – | 2201 |
|
|
2021
Q3 | $3K | Buy |
+874
| New | +$3K | ﹤0.01% | 1849 |
|
|
2020
Q4 | – | Sell |
-1,526
| Closed | -$5K | – | 1921 |
|
|
2020
Q3 | $5K | Hold |
1,526
| – | – | ﹤0.01% | 1230 |
|
|
2020
Q2 | $5K | Buy |
1,526
+93
| +6% | +$305 | ﹤0.01% | 1179 |
|
|
2020
Q1 | $5K | Buy |
+1,433
| New | +$5K | ﹤0.01% | 1072 |
|