SUGARLOAF WEALTH MANAGEMENT, LLC – Wells Fargo & Company Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$131,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.69% | 314 shares | 16K | $40.22 | 3.25K |
| Q2 2022 | share | Increase | +0.03% | 1 shares | -27K | $39.17 | 2.93K |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $48.46 | 2.93K | |
| Q4 2021 | share | Decrease | -9.35% | -303 shares | -9K | $48.1 | 2.93K |
| Q3 2021 | share | Decrease | -21.78% | -902 shares | -38K | $46.23 | 3.23K |
| Q2 2021 | share | Increase | +1.82% | 74 shares | 29K | $44.92 | 4.14K |
| Q1 2021 | share | Decrease | -11.74% | -541 shares | 20K | $38.67 | 4.06K |
| Q4 2020 | share | Decrease | -1.92% | -90 shares | 29K | $29.78 | 4.60K |
| Q3 2020 | share | Decrease | -0.84% | -40 shares | -11K | $23.09 | 4.69K |
| Q2 2020 | share | Increase | +67.42% | 1.90K shares | 40K | $25.04 | 4.73K |
| Q1 2020 | share | Decrease | -1.29% | -37 shares | -78K | $27.52 | 2.83K |
| Q4 2019 | share | Increase | 0.00% | 2.86K shares | 159K | $51.05 | 2.86K |