SUGARLOAF WEALTH MANAGEMENT, LLC – Truist Financial Corporation Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$528,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.20%
quarter
Truist Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.18% | 1.94K shares | 46K | $43.54 | 12.10K |
| Q2 2022 | share | Increase | +0.84% | 85 shares | -89K | $47.43 | 10.15K |
| Q1 2022 | share | Increase | +0.09% | 9 shares | -18K | $56.7 | 10.07K |
| Q4 2021 | share | Increase | +0.09% | 9 shares | -1K | $58.5 | 10.06K |
| Q3 2021 | share | Decrease | -0.88% | -89 shares | 27K | $58.21 | 10.05K |
| Q2 2021 | share | Increase | +4.17% | 406 shares | -5K | $54.64 | 10.14K |
| Q1 2021 | share | Increase | +0.05% | 5 shares | 101K | $56.99 | 9.73K |
| Q4 2020 | share | Decrease | -1.66% | -164 shares | 94K | $46.44 | 9.73K |
| Q3 2020 | share | Increase | +0.45% | 44 shares | 3K | $36.51 | 9.89K |
| Q2 2020 | share | Increase | +0.45% | 44 shares | 67K | $35.62 | 9.85K |
| Q1 2020 | share | Decrease | -0.83% | -82 shares | -254K | $28.85 | 9.81K |
| Q4 2019 | share | Increase | 0.00% | 9.89K shares | 557K | $52.26 | 9.89K |