YorkBridge Wealth Partners’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-66,798
| Closed | -$228K | – | 289 |
|
|
2021
Q4 | $228K | Sell |
66,798
-28,422
| -30% | -$97K | 0.05% | 264 |
|
|
2021
Q3 | $376K | Buy |
95,220
+6,253
| +7% | +$24.7K | 0.09% | 176 |
|
|
2021
Q2 | $401K | Buy |
88,967
+145
| +0.2% | +$654 | 0.1% | 151 |
|
|
2021
Q1 | $330K | Buy |
88,822
+31,020
| +54% | +$115K | 0.1% | 177 |
|
|
2020
Q4 | $264K | Sell |
57,802
-10,450
| -15% | -$47.7K | 0.09% | 161 |
|
|
2020
Q3 | $204K | Buy |
68,252
+59
| +0.1% | +$176 | 0.09% | 170 |
|
|
2020
Q2 | $240K | Buy |
68,193
+39,670
| +139% | +$140K | 0.11% | 151 |
|
|
2020
Q1 | $96K | Sell |
28,523
-1,118
| -4% | -$3.76K | 0.06% | 154 |
|
|
2019
Q4 | $203K | Buy |
29,641
+497
| +2% | +$3.4K | 0.09% | 182 |
|
|
2019
Q3 | $184K | Sell |
29,144
-435
| -1% | -$2.75K | 0.09% | 170 |
|
|
2019
Q2 | $209K | Sell |
29,579
-1,430
| -5% | -$10.1K | 0.09% | 169 |
|
|
2019
Q1 | $205K | Sell |
31,009
-11,061
| -26% | -$73.1K | 0.09% | 159 |
|
|
2018
Q4 | $288K | Sell |
42,070
-1,227
| -3% | -$8.4K | 0.15% | 128 |
|
|
2018
Q3 | $235K | Buy |
43,297
+52
| +0.1% | +$282 | 0.11% | 154 |
|
|
2018
Q2 | $224K | Buy |
43,245
+9,158
| +27% | +$47.4K | 0.1% | 164 |
|
|
2018
Q1 | $259K | Buy |
34,087
+4,578
| +16% | +$34.8K | 0.12% | 158 |
|
|
2017
Q4 | $228K | Buy |
29,509
+3,392
| +13% | +$26.2K | 0.11% | 164 |
|
|
2017
Q3 | $179K | Buy |
26,117
+44
| +0.2% | +$302 | 0.09% | 188 |
|
|
2017
Q2 | $146K | Buy |
26,073
+969
| +4% | +$5.43K | 0.08% | 203 |
|
|
2017
Q1 | $159K | Buy |
25,104
+1,085
| +5% | +$6.87K | 0.08% | 191 |
|
|
2016
Q4 | $123K | Buy |
+24,019
| New | +$123K | 0.07% | 207 |
|