SUGARLOAF WEALTH MANAGEMENT, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$69,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.50% | -29 shares | -14K | $401.66 | 171 |
| Q2 2022 | share | Increase | +0.50% | 1 shares | -15K | $413.49 | 200 |
| Q1 2022 | share | Decrease | -0.50% | -1 shares | -5K | $490.45 | 199 |
| Q4 2021 | share | 0.00% | 0 shares | 7K | $517.09 | 200 | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $480.88 | 200 | |
| Q2 2021 | share | Increase | +0.50% | 1 shares | 3K | $489.69 | 200 |
| Q1 2021 | share | 0.00% | 0 shares | 11K | $473.49 | 199 | |
| Q4 2020 | share | 0.00% | 0 shares | 17K | $416.91 | 199 | |
| Q3 2020 | share | 0.00% | 0 shares | 2K | $335.23 | 199 | |
| Q2 2020 | share | 0.00% | 0 shares | 13K | $320.07 | 199 | |
| Q1 2020 | share | Decrease | -39.70% | -131 shares | -72K | $258.41 | 199 |
| Q4 2019 | share | Increase | 0.00% | 330 shares | 124K | $367.22 | 330 |