SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Select Dividend ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$1.36M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.94% | -121 shares | -147K | $107.22 | 12.75K |
| Q2 2022 | share | Decrease | -1.45% | -190 shares | -159K | $117.67 | 12.87K |
| Q1 2022 | share | Increase | +0.03% | 4 shares | 73K | $128.13 | 13.06K |
| Q4 2021 | share | Decrease | -1.86% | -247 shares | 74K | $122.43 | 13.06K |
| Q3 2021 | share | Increase | +0.05% | 6 shares | -25K | $114.72 | 13.31K |
| Q2 2021 | share | Increase | +3067.86% | 12.88K shares | 35K | $115.59 | 13.30K |
| Q1 2021 | share | Decrease | -96.88% | -13.05K shares | 221K | $112.17 | 420 |
| Q4 2020 | share | Increase | +0.04% | 6 shares | 198K | $93.76 | 13.47K |
| Q3 2020 | share | Increase | +0.06% | 8 shares | 12K | $78.79 | 13.46K |
| Q2 2020 | share | Decrease | -3.94% | -552 shares | 56K | $77.08 | 13.45K |
| Q1 2020 | share | Decrease | -2.69% | -387 shares | -491K | $69.55 | 14.01K |
| Q4 2019 | share | Increase | 0.00% | 14.39K shares | 1.52M | $98.6 | 14.39K |