SUGARLOAF WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$12.47M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.34% | 12.32K shares | -128K | $41.99 | 296.47K |
| Q2 2022 | share | Increase | +2610.89% | 273.67K shares | 12.00M | $44.34 | 284.15K |
| Q1 2022 | share | Increase | +121.42% | 5.74K shares | 329K | $53.13 | 10.48K |
| Q4 2021 | share | Increase | +130.48% | 2.68K shares | 160K | $56 | 4.73K |
| Q3 2021 | share | Increase | 0.00% | 2.05K shares | 104K | $50.46 | 2.05K |