Rockefeller Financial Services’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.76M | Sell |
270,766
-9,121
| -3% | -$59.3K | 0.03% | 195 |
|
|
2017
Q3 | $1.92M | Sell |
279,887
-7,203
| -3% | -$49.3K | 0.04% | 157 |
|
|
2017
Q2 | $1.59M | Sell |
287,090
-5,320
| -2% | -$29.4K | 0.03% | 152 |
|
|
2017
Q1 | $1.76M | Buy |
292,410
+2,544
| +0.9% | +$15.3K | 0.04% | 150 |
|
|
2016
Q4 | $1.49M | Buy |
289,866
+164,084
| +130% | +$843K | 0.03% | 164 |
|
|
2016
Q3 | $625K | Hold |
125,782
| – | – | 0.01% | 220 |
|
|
2016
Q2 | $539K | Buy |
125,782
+4,335
| +4% | +$18.6K | 0.01% | 239 |
|
|
2016
Q1 | $474K | Buy |
+121,447
| New | +$474K | 0.01% | 250 |
|