SUGARLOAF WEALTH MANAGEMENT, LLC – iShares MSCI ACWI ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$120,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.22%
quarter
iShares MSCI ACWI ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -9K | $77.83 | 1.54K | |
| Q2 2022 | share | Decrease | -1.03% | -16 shares | -26K | $83.89 | 1.54K |
| Q1 2022 | share | 0.00% | 0 shares | -10K | $99.78 | 1.55K | |
| Q4 2021 | share | Decrease | -5.69% | -94 shares | 0 | $105.95 | 1.55K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $99.92 | 1.65K | |
| Q2 2021 | share | Increase | +27.98% | 361 shares | -51K | $101.19 | 1.65K |
| Q1 2021 | share | Decrease | -58.01% | -1.78K shares | -161K | $94.47 | 1.29K |
| Q4 2020 | share | Decrease | -15.28% | -554 shares | 89K | $90.07 | 3.07K |
| Q3 2020 | share | Decrease | -10.54% | -427 shares | -9K | $78.74 | 3.62K |
| Q2 2020 | share | Decrease | -53.62% | -4.68K shares | -248K | $72.63 | 4.05K |
| Q1 2020 | share | Decrease | -42.73% | -6.51K shares | -662K | $61.13 | 8.73K |
| Q4 2019 | share | Increase | 0.00% | 15.25K shares | 1.20M | $77.43 | 15.25K |