SUGARLOAF WEALTH MANAGEMENT, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$2.18M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.63% | 848 shares | -76K | $66.1 | 33.09K |
| Q2 2022 | share | Increase | +0.01% | 3 shares | -237K | $70.21 | 32.24K |
| Q1 2022 | share | Increase | +0.01% | 2 shares | -107K | $77.57 | 32.24K |
| Q4 2021 | share | Increase | +0.01% | 2 shares | 238K | $81 | 32.24K |
| Q3 2021 | share | Decrease | -1.54% | -503 shares | -40K | $73.5 | 32.24K |
| Q2 2021 | share | Increase | +3432.25% | 31.81K shares | 95K | $73.33 | 32.74K |
| Q1 2021 | share | Decrease | -97.30% | -33.42K shares | -17K | $68.73 | 927 |
| Q4 2020 | share | Decrease | -2.19% | -769 shares | 94K | $67.16 | 34.35K |
| Q3 2020 | share | Decrease | -1.55% | -553 shares | 75K | $62.77 | 35.12K |
| Q2 2020 | share | Decrease | -8.76% | -3.42K shares | 51K | $59.41 | 35.67K |
| Q1 2020 | share | Decrease | -12.02% | -5.33K shares | -803K | $52.66 | 39.09K |
| Q4 2019 | share | Increase | 0.00% | 44.43K shares | 2.91M | $63.58 | 44.43K |