SUGARLOAF WEALTH MANAGEMENT, LLC – Verisk Analytics, Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$1.07M
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.48%
quarter
Verisk Analytics, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.17% | 11 shares | -14K | $170.53 | 6.32K |
| Q2 2022 | share | Increase | +0.19% | 12 shares | -260K | $173.09 | 6.31K |
| Q1 2022 | share | Increase | +0.14% | 9 shares | -86K | $214.63 | 6.29K |
| Q4 2021 | share | Increase | +0.11% | 7 shares | 180K | $228.09 | 6.28K |
| Q3 2021 | share | Increase | +0.14% | 9 shares | 162K | $200.27 | 6.28K |
| Q2 2021 | share | Increase | +0.18% | 11 shares | -10K | $174.47 | 6.27K |
| Q1 2021 | share | Increase | +6162.00% | 6.16K shares | 1.08M | $176.15 | 6.26K |
| Q4 2020 | share | 0.00% | 0 shares | 2K | $206.6 | 100 | |
| Q3 2020 | share | 0.00% | 0 shares | 2K | $184.17 | 100 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $168.91 | 100 | |
| Q1 2020 | share | Decrease | -44.75% | -81 shares | -13K | $138.09 | 100 |
| Q4 2019 | share | Increase | 0.00% | 181 shares | 27K | $147.68 | 181 |