SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
78.28M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.42%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.74% | 52.75K shares | -1.37M | 3.08M | |
| Q2 2022 | share | Decrease | -2.03% | -62.89K shares | -6.93M | 3.02M | |
| Q1 2022 | share | Increase | +8.41% | 239.78K shares | 4.28M | 3.09M | |
| Q4 2021 | share | Increase | +6.50% | 174.09K shares | 5.61M | 2.85M | |
| Q3 2021 | share | Increase | +10.32% | 250.65K shares | 4.71M | 2.67M | |
| Q2 2021 | share | Increase | +2427966.00% | 2.42M shares | 5.37M | 2.42M | |
| Q1 2021 | share | Decrease | -99.99% | -1.74M shares | 15.50M | 100 | |
| Q4 2020 | share | Increase | +10.01% | 158.40K shares | 2.12M | 1.74M | |
| Q3 2020 | share | Increase | +18.26% | 244.33K shares | 8.56M | 1.58M | |
| Q2 2020 | share | Increase | +7.22% | 90.12K shares | 5.36M | 1.33M | |
| Q1 2020 | share | Increase | +37.27% | 338.93K shares | 10.25M | 1.24M | |
| Q4 2019 | share | Increase | 0.00% | 909.30K shares | 24.79M | 909.30K |