SUGARLOAF WEALTH MANAGEMENT, LLC – Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
667,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.45%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.41% | -254 shares | -57K | 62.44K | |
| Q2 2022 | share | Increase | +0.40% | 247 shares | -175K | 62.69K | |
| Q1 2022 | share | Increase | +0.47% | 291 shares | -99K | 62.45K | |
| Q4 2021 | share | Decrease | -3.49% | -2.25K shares | 43K | 62.16K | |
| Q3 2021 | share | Increase | +0.26% | 164 shares | -13K | 64.41K | |
| Q2 2021 | share | Decrease | -2.31% | -1.52K shares | 62K | 64.24K | |
| Q1 2021 | share | Increase | 0.00% | 65.76K shares | 906K | 65.76K |