SUGARLOAF WEALTH MANAGEMENT, LLC – iShares MSCI Global Min Vol Factor ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$187,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.29%
quarter
iShares MSCI Global Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.44% | 343 shares | 20K | $88.56 | 2.10K |
| Q2 2022 | share | Increase | +0.23% | 4 shares | -17K | $94.5 | 1.76K |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $104.82 | 1.76K | |
| Q4 2021 | share | Increase | +0.17% | 3 shares | 11K | $108.2 | 1.76K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $102.73 | 1.75K | |
| Q2 2021 | share | Increase | +30.44% | 410 shares | -30K | $102.86 | 1.75K |
| Q1 2021 | share | Decrease | -48.09% | -1.24K shares | -40K | $97.76 | 1.34K |
| Q4 2020 | share | Decrease | -12.00% | -354 shares | -20K | $96.03 | 2.59K |
| Q3 2020 | share | Decrease | -8.36% | -269 shares | -11K | $90.33 | 2.94K |
| Q2 2020 | share | Decrease | -37.56% | -1.93K shares | -132K | $86.07 | 3.21K |
| Q1 2020 | share | Decrease | -39.20% | -3.32K shares | -398K | $78.13 | 5.15K |
| Q4 2019 | share | Increase | 0.00% | 8.47K shares | 812K | $93.2 | 8.47K |