SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Core Aggressive Allocation ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$385,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.27% | 409 shares | -6K | $55.45 | 6.93K |
| Q2 2022 | share | Increase | +8.28% | 499 shares | -25K | $59.89 | 6.52K |
| Q1 2022 | share | Increase | +1.67% | 99 shares | -16K | $68.94 | 6.02K |
| Q4 2021 | share | Increase | +1.35% | 79 shares | 24K | $72.97 | 5.93K |
| Q3 2021 | share | Decrease | -0.10% | -6 shares | -6K | $69.66 | 5.85K |
| Q2 2021 | share | Increase | +38946.67% | 5.84K shares | 23K | $70.11 | 5.85K |
| Q1 2021 | share | Decrease | -99.75% | -5.94K shares | 9K | $66.31 | 15 |
| Q4 2020 | share | Increase | +0.93% | 55 shares | 38K | $63.59 | 5.95K |
| Q3 2020 | share | Decrease | -1.24% | -74 shares | 22K | $56.93 | 5.90K |
| Q2 2020 | share | Increase | +7.62% | 423 shares | 58K | $53.52 | 5.97K |
| Q1 2020 | share | Increase | +6.42% | 335 shares | -39K | $46.12 | 5.55K |
| Q4 2019 | share | Increase | 0.00% | 5.21K shares | 303K | $56.37 | 5.21K |