SUGARLOAF WEALTH MANAGEMENT, LLC – Health Care Select Sector SPDR Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$110,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.56%
quarter
Health Care Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.59% | 101 shares | 7K | $121.11 | 903 |
| Q2 2022 | share | 0.00% | 0 shares | -7K | $128.24 | 802 | |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $136.99 | 802 | |
| Q4 2021 | share | Increase | +0.12% | 1 shares | 11K | $141.49 | 802 |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $127.3 | 801 | |
| Q2 2021 | share | Increase | +113.60% | 426 shares | 8K | $125.5 | 801 |
| Q1 2021 | share | Decrease | -53.13% | -425 shares | 2K | $115.88 | 375 |
| Q4 2020 | share | Increase | +0.13% | 1 shares | 7K | $112.22 | 800 |
| Q3 2020 | share | 0.00% | 0 shares | 4K | $103.91 | 799 | |
| Q2 2020 | share | Increase | +0.13% | 1 shares | 9K | $98.18 | 799 |
| Q1 2020 | share | Increase | +14.33% | 100 shares | 0 | $86.54 | 798 |
| Q4 2019 | share | Increase | 0.00% | 698 shares | 71K | $99.01 | 698 |