SUGARLOAF WEALTH MANAGEMENT, LLC – Innovator S&P 500 Power Buffer ETF — July Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$228,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.62%
quarter
Innovator S&P 500 Power Buffer ETF — July 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +137.16% | 4.60K shares | 129K | $28.61 | 7.96K |
| Q2 2022 | share | 0.00% | 0 shares | -4K | $29.38 | 3.35K | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $30.68 | 3.35K | |
| Q4 2021 | share | 0.00% | 0 shares | 4K | $30.81 | 3.35K | |
| Q3 2021 | share | Increase | 0.00% | 3.35K shares | 100K | $29.75 | 3.35K |