SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
9.92M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.49%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.67% | 9.24K shares | 19K | 356.22K | |
| Q2 2022 | share | Increase | +1.43% | 4.88K shares | -1.50M | 346.97K | |
| Q1 2022 | share | Increase | +3.30% | 10.91K shares | 1.06M | 342.08K | |
| Q4 2021 | share | Increase | +7.22% | 22.29K shares | 1.31M | 331.17K | |
| Q3 2021 | share | Increase | +41.24% | 90.19K shares | 2.43M | 308.87K | |
| Q2 2021 | share | Increase | +109242.00% | 218.48K shares | 6.58M | 218.68K | |
| Q1 2021 | share | Increase | 0.00% | 200 shares | 5K | 200 |