Sheaff Brock Investment Advisors’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,692
| Closed | -$214K | – | 512 |
|
|
2022
Q1 | $214K | Buy |
+7,692
| New | +$214K | 0.01% | 450 |
|
|
2021
Q3 | – | Sell |
-7,692
| Closed | -$232K | – | 547 |
|
|
2021
Q2 | $232K | Hold |
7,692
| – | – | 0.02% | 424 |
|
|
2021
Q1 | $239K | Hold |
7,692
| – | – | 0.02% | 396 |
|
|
2020
Q4 | $255K | Buy |
+7,692
| New | +$255K | 0.02% | 365 |
|
|
2020
Q3 | – | Sell |
-7,692
| Closed | -$233K | – | 474 |
|
|
2020
Q2 | $233K | Buy |
+7,692
| New | +$233K | 0.02% | 346 |
|
|
2020
Q1 | – | Sell |
-7,692
| Closed | -$217K | – | 442 |
|
|
2019
Q4 | $217K | Buy |
+7,692
| New | +$217K | 0.02% | 391 |
|
|
2019
Q3 | – | Sell |
-7,692
| Closed | -$227K | – | 471 |
|
|
2019
Q2 | $227K | Buy |
+7,692
| New | +$227K | 0.02% | 387 |
|