SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Russell 3000 ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$130,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.48% | 3 shares | -5K | $207.04 | 625 |
| Q2 2022 | share | Increase | +0.48% | 3 shares | -28K | $217.39 | 622 |
| Q1 2022 | share | Increase | +0.16% | 1 shares | -8K | $262.37 | 619 |
| Q4 2021 | share | Increase | +0.32% | 2 shares | 14K | $278.5 | 618 |
| Q3 2021 | share | Increase | +0.33% | 2 shares | 0 | $254.85 | 616 |
| Q2 2021 | share | Decrease | -47.43% | -554 shares | -12K | $255.1 | 614 |
| Q1 2021 | share | Increase | +44.20% | 358 shares | -12K | $235.97 | 1.16K |
| Q4 2020 | share | Decrease | -10.69% | -97 shares | 3K | $221.71 | 810 |
| Q3 2020 | share | Decrease | -24.61% | -296 shares | -39K | $193.36 | 907 |
| Q2 2020 | share | Decrease | -7.46% | -97 shares | 24K | $177.18 | 1.20K |
| Q1 2020 | share | Increase | +0.54% | 7 shares | -51K | $145.47 | 1.3K |
| Q4 2019 | share | Increase | 0.00% | 1.29K shares | 244K | $183.92 | 1.29K |