SUGARLOAF WEALTH MANAGEMENT, LLC – iShares MSCI EAFE ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$178,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.37%
quarter
iShares MSCI EAFE ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.41% | -146 shares | -29K | $56.01 | 3.16K |
| Q2 2022 | share | Increase | +1.75% | 57 shares | -33K | $62.49 | 3.31K |
| Q1 2022 | share | Increase | +0.15% | 5 shares | -16K | $73.6 | 3.25K |
| Q4 2021 | share | Increase | +1.78% | 57 shares | 7K | $78.75 | 3.25K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $78.01 | 3.19K | |
| Q2 2021 | share | Increase | +205.06% | 2.14K shares | 0 | $78.88 | 3.19K |
| Q1 2021 | share | Decrease | -68.50% | -2.27K shares | 9K | $74.85 | 1.04K |
| Q4 2020 | share | Increase | +0.64% | 21 shares | 33K | $71.98 | 3.32K |
| Q3 2020 | share | Decrease | -15.72% | -616 shares | -29K | $62.19 | 3.30K |
| Q2 2020 | share | Decrease | -4.55% | -187 shares | 19K | $59.47 | 3.91K |
| Q1 2020 | share | 0.00% | 0 shares | -65K | $51.51 | 4.10K | |
| Q4 2019 | share | Increase | 0.00% | 4.10K shares | 285K | $66.9 | 4.10K |