SUGARLOAF WEALTH MANAGEMENT, LLC – Energy Select Sector SPDR Fund Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$80,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.13% | 101 shares | 9K | $72.02 | 1.09K |
| Q2 2022 | share | Decrease | -35.80% | -556 shares | -97K | $71.51 | 997 |
| Q1 2022 | share | Decrease | -42.31% | -1.13K shares | 19K | $76.44 | 1.55K |
| Q4 2021 | share | Increase | +25.68% | 550 shares | 37K | $55.36 | 2.69K |
| Q3 2021 | share | Increase | +0.33% | 7 shares | -3K | $52.09 | 2.14K |
| Q2 2021 | share | Increase | +292.46% | 1.59K shares | 20K | $53.2 | 2.13K |
| Q1 2021 | share | Decrease | -78.47% | -1.98K shares | -1K | $47.98 | 544 |
| Q4 2020 | share | Decrease | -8.44% | -233 shares | 18K | $36.67 | 2.52K |
| Q3 2020 | share | Decrease | -3.77% | -108 shares | -31K | $28.59 | 2.76K |
| Q2 2020 | share | Decrease | -46.19% | -2.46K shares | -46K | $35.53 | 2.86K |
| Q1 2020 | share | Increase | +183.51% | 3.45K shares | 42K | $26.93 | 5.33K |
| Q4 2019 | share | Increase | 0.00% | 1.88K shares | 113K | $54.34 | 1.88K |