SUGARLOAF WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$125,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | $42.35 | 2.93K | |
| Q2 2022 | share | 0.00% | 0 shares | -27K | $44.66 | 2.93K | |
| Q1 2022 | share | 0.00% | 0 shares | -9K | $53.85 | 2.93K | |
| Q4 2021 | share | 0.00% | 0 shares | 14K | $114.22 | 1.46K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $104.03 | 1.46K | |
| Q2 2021 | share | Increase | +152.67% | 887 shares | 12K | $103.64 | 1.46K |
| Q1 2021 | share | Decrease | -60.42% | -887 shares | 7K | $95.42 | 581 |
| Q4 2020 | share | 0.00% | 0 shares | 16K | $90.1 | 1.46K | |
| Q3 2020 | share | 0.00% | 0 shares | 9K | $79.55 | 1.46K | |
| Q2 2020 | share | 0.00% | 0 shares | 19K | $72.65 | 1.46K | |
| Q1 2020 | share | 0.00% | 0 shares | -23K | $59.81 | 1.46K | |
| Q4 2019 | share | Increase | 0.00% | 1.46K shares | 113K | $74.57 | 1.46K |