SBIA
Sheaff Brock Investment Advisors’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,058
| Closed | -$1.1M | – | 511 |
|
|
2020
Q4 | $1.1M | Buy |
11,058
+70
| +0.6% | +$6.94K | 0.09% | 136 |
|
|
2020
Q3 | $924K | Sell |
10,988
-278
| -2% | -$23.4K | 0.09% | 142 |
|
|
2020
Q2 | $981K | Sell |
11,266
-490
| -4% | -$42.7K | 0.1% | 123 |
|
|
2020
Q1 | $778K | Sell |
11,756
-818
| -7% | -$54.1K | 0.1% | 122 |
|
|
2019
Q4 | $1.08M | Sell |
12,574
-595
| -5% | -$50.9K | 0.1% | 132 |
|
|
2019
Q3 | $1.07M | Sell |
13,169
-517
| -4% | -$41.9K | 0.12% | 127 |
|
|
2019
Q2 | $1.01M | Sell |
13,686
-692
| -5% | -$50.9K | 0.11% | 138 |
|
|
2019
Q1 | $961K | Sell |
14,378
-128
| -0.9% | -$8.56K | 0.12% | 149 |
|
|
2018
Q4 | $824K | Sell |
14,506
-421
| -3% | -$23.9K | 0.13% | 147 |
|
|
2018
Q3 | $1.1M | Sell |
14,927
-1,362
| -8% | -$100K | 0.1% | 135 |
|
|
2018
Q2 | $1.17M | Sell |
16,289
-2,500
| -13% | -$179K | 0.11% | 121 |
|
|
2018
Q1 | $1.07M | Sell |
18,789
-658
| -3% | -$37.4K | 0.11% | 136 |
|
|
2017
Q4 | $1.07M | Sell |
19,447
-961
| -5% | -$52.8K | 0.14% | 142 |
|
|
2017
Q3 | $964K | Sell |
20,408
-878
| -4% | -$41.5K | 0.13% | 149 |
|
|
2017
Q2 | $922K | Buy |
+21,286
| New | +$922K | 0.12% | 167 |
|