SUGARLOAF WEALTH MANAGEMENT, LLC – iShares U.S. Real Estate ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$80,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.48%
quarter
iShares U.S. Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.20% | 2 shares | -10K | $81.42 | 982 |
| Q2 2022 | share | Increase | +0.10% | 1 shares | -16K | $91.98 | 980 |
| Q1 2022 | share | 0.00% | 0 shares | -8K | $108.22 | 979 | |
| Q4 2021 | share | Decrease | -4.67% | -48 shares | 9K | $115.95 | 979 |
| Q3 2021 | share | Increase | +0.10% | 1 shares | 0 | $102.39 | 1.02K |
| Q2 2021 | share | Increase | +60.82% | 388 shares | -14K | $101.66 | 1.02K |
| Q1 2021 | share | Decrease | -63.52% | -1.11K shares | -31K | $91.23 | 638 |
| Q4 2020 | share | Decrease | -17.69% | -376 shares | -20K | $84.58 | 1.74K |
| Q3 2020 | share | Decrease | -11.16% | -267 shares | -19K | $78.27 | 2.12K |
| Q2 2020 | share | Decrease | -40.50% | -1.62K shares | -91K | $76.78 | 2.39K |
| Q1 2020 | share | Decrease | -72.06% | -10.36K shares | -1.05M | $67.34 | 4.02K |
| Q4 2019 | share | Increase | 0.00% | 14.38K shares | 1.33M | $89.28 | 14.38K |