SUGARLOAF WEALTH MANAGEMENT, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$2.69M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.57% | 881 shares | 120K | $267.26 | 10.08K |
| Q2 2022 | share | Increase | +9.94% | 832 shares | -456K | $280.28 | 9.20K |
| Q1 2022 | share | Increase | +1.34% | 111 shares | -251K | $362.54 | 8.37K |
| Q4 2021 | share | Decrease | -0.97% | -81 shares | 300K | $400.35 | 8.26K |
| Q3 2021 | share | Decrease | -3.62% | -313 shares | -83K | $357.96 | 8.34K |
| Q2 2021 | share | Decrease | -19.02% | -2.03K shares | -344K | $354.03 | 8.65K |
| Q1 2021 | share | Decrease | -7.69% | -890 shares | -219K | $318.4 | 10.68K |
| Q4 2020 | share | Decrease | -4.09% | -494 shares | 285K | $312.64 | 11.57K |
| Q3 2020 | share | Decrease | -73.41% | -33.32K shares | -7.89M | $276.36 | 12.07K |
| Q2 2020 | share | Increase | +4.31% | 1.87K shares | 2.95M | $245.93 | 45.39K |
| Q1 2020 | share | Increase | +432.58% | 35.34K shares | 6.54M | $188.79 | 43.51K |
| Q4 2019 | share | Increase | 0.00% | 8.17K shares | 1.73M | $210.36 | 8.17K |