SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Russell 2000 ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$768,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.62%
quarter
iShares Russell 2000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.49% | 442 shares | 54K | $164.92 | 4.65K |
| Q2 2022 | share | Increase | +6.93% | 273 shares | -95K | $169.36 | 4.21K |
| Q1 2022 | share | Decrease | -15.93% | -747 shares | -234K | $205.27 | 3.94K |
| Q4 2021 | share | Increase | +6.98% | 306 shares | 84K | $222.93 | 4.68K |
| Q3 2021 | share | Increase | +2.22% | 95 shares | -24K | $218.75 | 4.38K |
| Q2 2021 | share | Increase | +8651.02% | 4.23K shares | 61K | $228.67 | 4.28K |
| Q1 2021 | share | Decrease | -98.68% | -3.66K shares | 194K | $219.94 | 49 |
| Q4 2020 | share | Decrease | -0.59% | -22 shares | 168K | $194.81 | 3.71K |
| Q3 2020 | share | Decrease | -1.32% | -50 shares | 18K | $148.37 | 3.73K |
| Q2 2020 | share | Increase | +0.13% | 5 shares | 109K | $141.27 | 3.78K |
| Q1 2020 | share | Increase | +0.08% | 3 shares | -193K | $112.56 | 3.78K |
| Q4 2019 | share | Increase | 0.00% | 3.77K shares | 626K | $162.3 | 3.77K |