SVB Wealth’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 |
-13,163
| Closed | -$70.6K | – | 902 |
|
|
2023
Q2 | $70.6K | Sell |
13,163
-1,568
| -11% | -$8.41K | ﹤0.01% | 893 |
|
|
2023
Q1 | $65.2K | Buy |
14,731
+865
| +6% | +$3.83K | ﹤0.01% | 965 |
|
|
2022
Q4 | $59.4K | Buy |
+13,866
| New | +$59.4K | ﹤0.01% | 995 |
|
|
2021
Q4 | – | Sell |
-13,987
| Closed | -$55K | – | 885 |
|
|
2021
Q3 | $55K | Buy |
+13,987
| New | +$55K | ﹤0.01% | 954 |
|
|
2021
Q2 | – | Sell |
-19,463
| Closed | -$72K | – | 1006 |
|
|
2021
Q1 | $72K | Buy |
+19,463
| New | +$72K | ﹤0.01% | 873 |
|
|
2020
Q1 | – | Sell |
-15,371
| Closed | -$106K | – | 644 |
|
|
2019
Q4 | $106K | Buy |
+15,371
| New | +$106K | ﹤0.01% | 593 |
|