SUGARLOAF WEALTH MANAGEMENT, LLC – Broadridge Financial Solutions, Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$2.25M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
+1.24%
quarter
Broadridge Financial Solutions, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.82% | 429 shares | 91K | $144.32 | 15.63K |
| Q2 2022 | share | Increase | +10.79% | 1.48K shares | 9K | $142.55 | 15.20K |
| Q1 2022 | share | Increase | +11.69% | 1.43K shares | -88K | $155.71 | 13.72K |
| Q4 2021 | share | Increase | +7.39% | 845 shares | 340K | $182.87 | 12.28K |
| Q3 2021 | share | Increase | +6.37% | 685 shares | 167K | $166.64 | 11.43K |
| Q2 2021 | share | Increase | +6.18% | 626 shares | 188K | $160.92 | 10.75K |
| Q1 2021 | share | Decrease | -5.40% | -578 shares | -89K | $151.98 | 10.12K |
| Q4 2020 | share | Increase | +3.04% | 316 shares | 264K | $151.48 | 10.70K |
| Q3 2020 | share | Decrease | -0.22% | -23 shares | 62K | $130 | 10.39K |
| Q2 2020 | share | Increase | +4.76% | 473 shares | 371K | $123.76 | 10.41K |
| Q1 2020 | share | Increase | +97.81% | 4.91K shares | 322K | $92.58 | 9.94K |
| Q4 2019 | share | Increase | 0.00% | 5.02K shares | 621K | $119.93 | 5.02K |