SUGARLOAF WEALTH MANAGEMENT, LLC – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$93,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.63%
quarter
iShares ESG Aware MSCI USA Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.71% | 578 shares | 16K | $30.67 | 3.01K |
| Q2 2022 | share | 0.00% | 0 shares | -16K | $31.5 | 2.43K | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $38.04 | 2.43K | |
| Q4 2021 | share | 0.00% | 0 shares | 3K | $40.38 | 2.43K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $39.01 | 2.43K | |
| Q2 2021 | share | Increase | +174.55% | 1.55K shares | 5K | $40.25 | 2.43K |
| Q1 2021 | share | Decrease | -63.29% | -1.53K shares | 10K | $38.36 | 888 |
| Q4 2020 | share | Increase | +43.14% | 729 shares | 19K | $33.88 | 2.41K |
| Q2 2020 | share | 0.00% | 0 shares | 8K | $24.71 | 1.69K | |
| Q1 2020 | share | Increase | 0.00% | 1.69K shares | 34K | $19.62 | 1.69K |