SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
17.46M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.53%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.49% | 9.04K shares | -3K | 615.03K | |
| Q2 2022 | share | Decrease | -16.62% | -120.74K shares | -6.58M | 605.99K | |
| Q1 2022 | share | Increase | +4.22% | 29.42K shares | -608K | 726.74K | |
| Q4 2021 | share | Increase | +5.10% | 33.82K shares | 2.99M | 697.31K | |
| Q3 2021 | share | Increase | +6.16% | 38.50K shares | 1.23M | 663.49K | |
| Q2 2021 | share | Increase | +85048.37% | 624.25K shares | 1.77M | 624.98K | |
| Q1 2021 | share | Decrease | -99.82% | -418.28K shares | 6.92M | 734 | |
| Q4 2020 | share | Increase | +2.29% | 9.36K shares | 2.15M | 419.01K | |
| Q3 2020 | share | Increase | +5.18% | 20.18K shares | 1.01M | 409.64K | |
| Q2 2020 | share | Decrease | -0.28% | -1.07K shares | 1.26M | 389.46K | |
| Q1 2020 | share | Increase | +7.50% | 27.23K shares | -2.54M | 390.54K | |
| Q4 2019 | share | Increase | 0.00% | 363.30K shares | 9.84M | 363.30K |