SBIA
Sheaff Brock Investment Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,602
| Closed | -$221K | – | 510 |
|
|
2022
Q4 | $221K | Sell |
3,602
-448
| -11% | -$27.5K | 0.02% | 392 |
|
|
2022
Q3 | $230K | Buy |
4,050
+2,690
| +198% | +$153K | 0.02% | 377 |
|
|
2022
Q2 | $207K | Buy |
1,360
+68
| +5% | +$10.4K | 0.02% | 404 |
|
|
2022
Q1 | $230K | Buy |
1,292
+57
| +5% | +$10.1K | 0.02% | 424 |
|
|
2021
Q4 | $259K | Buy |
1,235
+90
| +8% | +$18.9K | 0.02% | 413 |
|
|
2021
Q3 | $221K | Buy |
+1,145
| New | +$221K | 0.02% | 458 |
|
|
2017
Q1 | – | Sell |
-3,822
| Closed | -$257K | – | 628 |
|
|
2016
Q4 | $257K | Sell |
3,822
-1,368
| -26% | -$92K | 0.03% | 452 |
|
|
2016
Q3 | $351K | Sell |
5,190
-927
| -15% | -$62.7K | 0.05% | 319 |
|
|
2016
Q2 | $396K | Sell |
6,117
-245
| -4% | -$15.9K | 0.05% | 318 |
|
|
2016
Q1 | $422K | Buy |
+6,362
| New | +$422K | 0.05% | 317 |
|