SUGARLOAF WEALTH MANAGEMENT, LLC – Salesforce, Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$71,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.24% | -27 shares | -14K | $143.84 | 488 |
| Q2 2022 | share | Increase | +34.46% | 132 shares | 4K | $165.04 | 515 |
| Q1 2022 | share | Increase | +28.52% | 85 shares | 5K | $212.32 | 383 |
| Q4 2021 | share | Increase | +76.33% | 129 shares | 30K | $255.33 | 298 |
| Q3 2021 | share | Increase | +56.48% | 61 shares | 20K | $271.22 | 169 |
| Q2 2021 | share | Increase | +42.11% | 32 shares | 10K | $244.27 | 108 |
| Q1 2021 | share | 0.00% | 0 shares | -1K | $211.87 | 76 | |
| Q4 2020 | share | 0.00% | 0 shares | -2K | $222.53 | 76 | |
| Q3 2020 | share | 0.00% | 0 shares | 5K | $251.32 | 76 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $187.33 | 76 | |
| Q1 2020 | share | 0.00% | 0 shares | -1K | $143.98 | 76 | |
| Q4 2019 | share | Increase | 0.00% | 76 shares | 12K | $162.64 | 76 |