TrueWealth LLC’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-749
| Closed | -$3K | – | 746 |
|
|
2020
Q1 | $3K | Hold |
749
| – | – | ﹤0.01% | 611 |
|
|
2019
Q4 | $5K | Hold |
749
| – | – | ﹤0.01% | 566 |
|
|
2019
Q3 | $5K | Hold |
749
| – | – | ﹤0.01% | 562 |
|
|
2019
Q2 | $5K | Hold |
749
| – | – | ﹤0.01% | 569 |
|
|
2019
Q1 | $5K | Hold |
749
| – | – | ﹤0.01% | 567 |
|
|
2018
Q4 | $5K | Hold |
749
| – | – | ﹤0.01% | 546 |
|
|
2018
Q3 | $4K | Hold |
749
| – | – | ﹤0.01% | 650 |
|
|
2018
Q2 | $4K | Hold |
749
| – | – | ﹤0.01% | 658 |
|
|
2018
Q1 | $6K | Sell |
749
-876
| -54% | -$7.02K | ﹤0.01% | 538 |
|
|
2017
Q4 | $11K | Buy |
+1,625
| New | +$11K | 0.01% | 486 |
|