SUGARLOAF WEALTH MANAGEMENT, LLC – iShares ESG USD Corporate Bond ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$77,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.92%
quarter
iShares ESG USD Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -72.30% | -9.11K shares | -215K | $21.78 | 3.49K |
| Q2 2022 | share | 0.00% | 0 shares | -25K | $23.15 | 12.60K | |
| Q1 2022 | share | 0.00% | 0 shares | -27K | $25.13 | 12.60K | |
| Q4 2021 | share | 0.00% | 0 shares | -3K | $27.33 | 12.60K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $27.31 | 12.60K | |
| Q2 2021 | share | Increase | +1956.93% | 11.99K shares | 88K | $27.39 | 12.60K |
| Q1 2021 | share | Decrease | -93.69% | -9.10K shares | -13K | $26.49 | 613 |
| Q4 2020 | share | Increase | 0.00% | 9.71K shares | 275K | $27.78 | 9.71K |