SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
40.45M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.53%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.77% | 10.96K shares | -758K | 1.44M | |
| Q2 2022 | share | Increase | +10.06% | 130.66K shares | 253K | 1.42M | |
| Q1 2022 | share | Increase | +9.36% | 111.21K shares | 2.22M | 1.29M | |
| Q4 2021 | share | Increase | +5.19% | 58.54K shares | 4.92M | 1.18M | |
| Q3 2021 | share | Increase | +3.24% | 35.42K shares | 792K | 1.12M | |
| Q2 2021 | share | Increase | +87.77% | 511.17K shares | 4.24M | 1.09M | |
| Q1 2021 | share | Decrease | -34.67% | -309.02K shares | 3.97M | 582.38K | |
| Q4 2020 | share | Increase | +3.02% | 26.11K shares | 1.64M | 891.41K | |
| Q3 2020 | share | Increase | +7.27% | 58.62K shares | 2.80M | 865.29K | |
| Q2 2020 | share | Increase | +5.59% | 42.72K shares | 2.00M | 806.67K | |
| Q1 2020 | share | Increase | +43.36% | 231.07K shares | 4.69M | 763.95K | |
| Q4 2019 | share | Increase | 0.00% | 532.87K shares | 13.64M | 532.87K |