SUGARLOAF WEALTH MANAGEMENT, LLC – Dow Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$92,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-14.88%
quarter
Dow Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.18% | 420 shares | 6K | $43.93 | 2.08K |
| Q2 2022 | share | Increase | +62.41% | 641 shares | 21K | $51.61 | 1.66K |
| Q1 2022 | share | Increase | +0.29% | 3 shares | 7K | $63.72 | 1.02K |
| Q4 2021 | share | Increase | +11.18% | 103 shares | 5K | $56.78 | 1.02K |
| Q3 2021 | share | Decrease | -18.64% | -211 shares | -19K | $56.86 | 921 |
| Q2 2021 | share | Increase | +0.27% | 3 shares | 0 | $61.83 | 1.13K |
| Q1 2021 | share | Increase | +0.18% | 2 shares | 9K | $61.85 | 1.12K |
| Q4 2020 | share | Increase | +0.27% | 3 shares | 10K | $53.08 | 1.12K |
| Q3 2020 | share | Decrease | -10.15% | -127 shares | 2K | $44.44 | 1.12K |
| Q2 2020 | share | Increase | +0.40% | 5 shares | 15K | $37.92 | 1.25K |
| Q1 2020 | share | Increase | +5.50% | 65 shares | -29K | $26.72 | 1.24K |
| Q4 2019 | share | Increase | 0.00% | 1.18K shares | 65K | $49.14 | 1.18K |