SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
205,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +37.04% | 1.75K shares | 42K | 6.5K | |
| Q2 2022 | share | Decrease | -2.45% | -119 shares | -16K | 4.74K | |
| Q1 2022 | share | Decrease | -2.76% | -138 shares | 5K | 4.86K | |
| Q4 2021 | share | 0.00% | 0 shares | 7K | 5K | ||
| Q3 2021 | share | Increase | 0.00% | 5K shares | 167K | 5K |