SUGARLOAF WEALTH MANAGEMENT, LLC – iShares ESG Aware MSCI USA ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$98,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -65.98% | -2.38K shares | -205K | $79.41 | 1.23K |
| Q2 2022 | share | 0.00% | 0 shares | -63K | $83.9 | 3.61K | |
| Q1 2022 | share | 0.00% | 0 shares | -24K | $101.35 | 3.61K | |
| Q4 2021 | share | 0.00% | 0 shares | 34K | $108.23 | 3.61K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $98.46 | 3.61K | |
| Q2 2021 | share | Increase | +4657.89% | 3.54K shares | 61K | $98.16 | 3.61K |
| Q1 2021 | share | Decrease | -97.66% | -3.16K shares | 16K | $90.36 | 76 |
| Q4 2020 | share | Increase | 0.00% | 3.24K shares | 279K | $85.28 | 3.24K |