Plante Moran Financial 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
Q3 | – | Sell |
-262
| Closed | -$1K | – | 964 |
|
|
2022
Q2 | $1K | Buy |
+262
| New | +$1K | ﹤0.01% | 911 |
|
|
2019
Q1 | – | Sell |
-161
| Closed | -$1K | – | 857 |
|
|
2018
Q4 | $1K | Sell |
161
-7,845
| -98% | -$48.7K | ﹤0.01% | 806 |
|
|
2018
Q3 | $44K | Buy |
+8,006
| New | +$44K | 0.01% | 325 |
|
|
2018
Q2 | – | Sell |
-402
| Closed | -$3K | – | 898 |
|
|
2018
Q1 | $3K | Buy |
+402
| New | +$3K | ﹤0.01% | 784 |
|