SUGARLOAF WEALTH MANAGEMENT, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$2.16M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -154K | $287.3 | 7.53K | |
| Q2 2022 | share | Decrease | -9.57% | -797 shares | -570K | $307.82 | 7.53K |
| Q1 2022 | share | 0.00% | 0 shares | -137K | $346.83 | 8.32K | |
| Q4 2021 | share | Decrease | -1.08% | -91 shares | 178K | $364.07 | 8.32K |
| Q3 2021 | share | Decrease | -0.14% | -12 shares | -61K | $337.51 | 8.41K |
| Q2 2021 | share | Decrease | -9.63% | -898 shares | -172K | $342.63 | 8.43K |
| Q1 2021 | share | 0.00% | 0 shares | 228K | $326.69 | 9.32K | |
| Q4 2020 | share | Decrease | -0.04% | -4 shares | 262K | $301.24 | 9.32K |
| Q3 2020 | share | Decrease | -0.11% | -10 shares | 181K | $272.12 | 9.33K |
| Q2 2020 | share | Decrease | -2.65% | -254 shares | 305K | $251.52 | 9.34K |
| Q1 2020 | share | Increase | +130.29% | 5.42K shares | 916K | $212.68 | 9.59K |
| Q4 2019 | share | Increase | 0.00% | 4.16K shares | 1.18M | $274.83 | 4.16K |