Summit Securities Group’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,876
| Closed | -$80K | – | 632 |
|
|
2023
Q2 | $80K | Buy |
+14,876
| New | +$80K | 0.01% | 218 |
|
|
2020
Q1 | – | Sell |
-65,181
| Closed | -$447K | – | 186 |
|
|
2019
Q4 | $447K | Sell |
65,181
-934
| -1% | -$6.41K | 0.03% | 141 |
|
|
2019
Q3 | $417K | Hold |
66,115
| – | – | 0.04% | 95 |
|
|
2019
Q2 | $467K | Hold |
66,115
| – | – | 0.05% | 73 |
|
|
2019
Q1 | $437K | Buy |
+66,115
| New | +$437K | 0.08% | 57 |
|