Sheaff Brock Investment Advisors’s Tradeweb Markets TW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.69M Sell
18,087
-243
-1% -$36.1K 0.25% 79
2024
Q4
$2.4M Sell
18,330
-105
-0.6% -$13.7K 0.21% 90
2024
Q3
$2.28M Buy
18,435
+214
+1% +$26.5K 0.2% 98
2024
Q2
$1.93M Sell
18,221
-1,550
-8% -$164K 0.18% 108
2024
Q1
$2.06M Buy
+19,771
New +$2.06M 0.13% 112
2023
Q2
Sell
-2,719
Closed -$215K 513
2023
Q1
$215K Buy
+2,719
New +$215K 0.02% 406
2022
Q2
Sell
-2,559
Closed -$225K 532
2022
Q1
$225K Buy
2,559
+250
+11% +$22K 0.02% 433
2021
Q4
$231K Buy
+2,309
New +$231K 0.02% 446