SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
15.3M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.47%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.20% | -142.44K shares | -4.81M | 860.32K | |
| Q2 2022 | share | Increase | +22.06% | 181.25K shares | 1.42M | 1.00M | |
| Q1 2022 | share | Increase | +12.61% | 92.01K shares | 937K | 821.51K | |
| Q4 2021 | share | Increase | +9.18% | 61.33K shares | 1.31M | 729.49K | |
| Q3 2021 | share | Increase | 0.00% | 668.16K shares | 16.43M | 668.16K |