Sugarloaf Wealth Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Sugarloaf Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 11, 2022	SELL	$81.63 - $98.32 $2,040 - $2,458	-25 Reduced 9.51%	238 $20,000
Q2 2021 Jul 20, 2021	SELL	$94.6 - $100.85 $2,743 - $2,924	-29 Reduced 9.93%	263 $26,000
Q1 2021 Apr 19, 2021	BUY	$82.63 - $94.8 $2,396 - $2,749	29 Added 11.03%	292 $25,000
Q1 2020 Apr 15, 2020	SELL	$55.12 - $93.97 $49,442 - $84,291	-897 Reduced 77.33%	263 $17,000
Q4 2019 Jan 29, 2020	BUY	$84.13 - $92.78 $97,590 - $107,624	1,160 New	1,160 $107,000

132

1.03M

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