SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Russell 1000 Value ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$130,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -8K | $135.99 | 952 | |
| Q2 2022 | share | 0.00% | 0 shares | -20K | $144.97 | 952 | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $165.98 | 952 | |
| Q4 2021 | share | 0.00% | 0 shares | 11K | $167.97 | 952 | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $156.51 | 952 | |
| Q2 2021 | share | Decrease | -58.41% | -1.33K shares | 7K | $157.82 | 952 |
| Q1 2021 | share | Increase | +140.44% | 1.33K shares | 14K | $150.24 | 2.28K |
| Q4 2020 | share | 0.00% | 0 shares | 18K | $134.99 | 952 | |
| Q3 2020 | share | 0.00% | 0 shares | 5K | $116.11 | 952 | |
| Q2 2020 | share | 0.00% | 0 shares | 13K | $110 | 952 | |
| Q1 2020 | share | 0.00% | 0 shares | -36K | $96.29 | 952 | |
| Q4 2019 | share | Increase | 0.00% | 952 shares | 130K | $131.41 | 952 |