SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Preferred and Income Securities ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$185,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.21% | 1.55K shares | 44K | $31.67 | 5.83K |
| Q2 2022 | share | Decrease | -32.21% | -2.03K shares | -89K | $32.88 | 4.28K |
| Q1 2022 | share | Decrease | -23.23% | -1.91K shares | -94K | $36.42 | 6.31K |
| Q4 2021 | share | Increase | +0.90% | 73 shares | 8K | $39.33 | 8.22K |
| Q3 2021 | share | Increase | +60.60% | 3.07K shares | 116K | $38.4 | 8.15K |
| Q2 2021 | share | Increase | +611.92% | 4.36K shares | 116K | $38.47 | 5.07K |
| Q1 2021 | share | Decrease | -61.67% | -1.14K shares | 12K | $37.11 | 713 |
| Q4 2020 | share | 0.00% | 0 shares | 4K | $36.92 | 1.86K | |
| Q3 2020 | share | 0.00% | 0 shares | 4K | $34.46 | 1.86K | |
| Q2 2020 | share | 0.00% | 0 shares | 5K | $32.3 | 1.86K | |
| Q1 2020 | share | Decrease | -40.19% | -1.25K shares | -58K | $29.23 | 1.86K |
| Q4 2019 | share | Increase | 0.00% | 3.11K shares | 117K | $34.22 | 3.11K |