Reilly 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $4K | Sell |
1,230
-262
| -18% | -$852 | ﹤0.01% | 888 |
|
2021
Q3 | $6K | Hold |
1,492
| – | – | ﹤0.01% | 723 |
|
2021
Q2 | $7K | Hold |
1,492
| – | – | ﹤0.01% | 746 |
|
2021
Q1 | $6K | Buy |
+1,492
| New | +$6K | ﹤0.01% | 770 |
|
2020
Q3 | – | Sell |
-1,398
| Closed | -$5K | – | 886 |
|
2020
Q2 | $5K | Hold |
1,398
| – | – | ﹤0.01% | 705 |
|
2020
Q1 | $5K | Hold |
1,398
| – | – | ﹤0.01% | 680 |
|
2019
Q4 | $10K | Hold |
1,398
| – | – | ﹤0.01% | 624 |
|
2019
Q3 | $9K | Hold |
1,398
| – | – | ﹤0.01% | 646 |
|
2019
Q2 | $10K | Hold |
1,398
| – | – | ﹤0.01% | 671 |
|
2019
Q1 | $9K | Hold |
1,398
| – | – | ﹤0.01% | 702 |
|
2018
Q4 | $10K | Sell |
1,398
-1
| -0.1% | -$7 | ﹤0.01% | 644 |
|
2018
Q3 | $8K | Hold |
1,399
| – | – | ﹤0.01% | 744 |
|
2018
Q2 | $7K | Hold |
1,399
| – | – | ﹤0.01% | 748 |
|
2018
Q1 | $11K | Hold |
1,399
| – | – | ﹤0.01% | 629 |
|
2017
Q4 | $9K | Hold |
1,399
| – | – | ﹤0.01% | 677 |
|
2017
Q3 | $10K | Hold |
1,399
| – | – | ﹤0.01% | 636 |
|
2017
Q2 | $8K | Hold |
1,399
| – | – | ﹤0.01% | 681 |
|
2017
Q1 | $8K | Hold |
1,399
| – | – | ﹤0.01% | 642 |
|
2016
Q4 | $7K | Sell |
1,399
-1
| -0.1% | -$5 | ﹤0.01% | 610 |
|
2016
Q3 | $7K | Hold |
1,400
| – | – | ﹤0.01% | 590 |
|
2016
Q2 | $6K | Hold |
1,400
| – | – | ﹤0.01% | 571 |
|
2016
Q1 | $5K | Hold |
1,400
| – | – | ﹤0.01% | 685 |
|
2015
Q4 | $4K | Hold |
1,400
| – | – | ﹤0.01% | 739 |
|
2015
Q3 | $4K | Sell |
1,400
-2
| -0.1% | -$6 | ﹤0.01% | 1013 |
|
2015
Q2 | $6K | Hold |
1,402
| – | – | ﹤0.01% | 1013 |
|
2015
Q1 | $6K | Hold |
1,402
| – | – | ﹤0.01% | 975 |
|
2014
Q4 | $8K | Hold |
1,402
| – | – | ﹤0.01% | 548 |
|
2014
Q3 | $8K | Hold |
1,402
| – | – | ﹤0.01% | 562 |
|
2014
Q2 | $8K | Sell |
1,402
-2
| -0.1% | -$11 | ﹤0.01% | 591 |
|
2014
Q1 | $8K | Hold |
1,404
| – | – | ﹤0.01% | 589 |
|
2013
Q4 | $7K | Hold |
1,404
| – | – | ﹤0.01% | 599 |
|
2013
Q3 | $8K | Sell |
1,404
-66
| -4% | -$376 | ﹤0.01% | 511 |
|
2013
Q2 | $7K | Buy |
+1,470
| New | +$7K | ﹤0.01% | 548 |
|