SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Russell 2000 Value ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$82,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
iShares Russell 2000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -4K | $128.93 | 634 | |
| Q2 2022 | share | Decrease | -7.45% | -51 shares | -25K | $136.15 | 634 |
| Q1 2022 | share | Increase | +8.04% | 51 shares | 6K | $161.4 | 685 |
| Q4 2021 | share | 0.00% | 0 shares | 3K | $165.91 | 634 | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $160.23 | 634 | |
| Q2 2021 | share | Decrease | -29.79% | -269 shares | -12K | $164.98 | 634 |
| Q1 2021 | share | Increase | +24.38% | 177 shares | 21K | $158.34 | 903 |
| Q4 2020 | share | Increase | +14.51% | 92 shares | 33K | $130.49 | 726 |
| Q3 2020 | share | Decrease | -66.75% | -1.27K shares | -123K | $97.88 | 634 |
| Q2 2020 | share | Decrease | -73.05% | -5.17K shares | -395K | $95.46 | 1.90K |
| Q1 2020 | share | Increase | +1016.25% | 6.44K shares | 499K | $79.99 | 7.07K |
| Q4 2019 | share | Increase | 0.00% | 634 shares | 82K | $124.68 | 634 |