SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
29.77M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.48%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.61% | -84.22K shares | -3.97M | 893.56K | |
| Q2 2022 | share | Increase | +4.64% | 43.37K shares | -4.55M | 977.78K | |
| Q1 2022 | share | Increase | +8.40% | 72.41K shares | 1.02M | 934.40K | |
| Q4 2021 | share | Increase | +5.42% | 44.30K shares | 5.03M | 861.99K | |
| Q3 2021 | share | Decrease | -1.76% | -14.66K shares | -885K | 817.69K | |
| Q2 2021 | share | Increase | +11811.28% | 825.37K shares | 4.74M | 832.36K | |
| Q1 2021 | share | Decrease | -99.02% | -709.59K shares | 2.53M | 6.98K | |
| Q4 2020 | share | Increase | +1.56% | 10.98K shares | 2.00M | 716.58K | |
| Q3 2020 | share | Increase | +6.95% | 45.83K shares | 2.68M | 705.59K | |
| Q2 2020 | share | Increase | +4.07% | 25.80K shares | 3.32M | 659.76K | |
| Q1 2020 | share | Increase | +30.91% | 149.69K shares | 2.98M | 633.95K | |
| Q4 2019 | share | Increase | 0.00% | 484.25K shares | 14.84M | 484.25K |