Sugarloaf Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Sugarloaf Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	SELL	$47.5 - $50.91 $1,092 - $1,170	-23 Reduced 3.18%	700 $35,000
Q4 2022 Feb 03, 2023	SELL	$44.27 - $49.42 $2,656 - $2,965	-60 Reduced 7.66%	723 $34,000
Q3 2022 Oct 11, 2022	BUY	$44.78 - $50.98 $2,686 - $3,058	60 Added 8.3%	783 $36,000
Q2 2021 Jul 20, 2021	BUY	$54.04 - $56.17 $37,287 - $38,757	690 Added 2090.91%	723 $40,000
Q1 2021 Apr 19, 2021	SELL	$52.05 - $53.97 $55,016 - $57,046	-1,057 Reduced 96.97%	33 $58,000
Q4 2020 Feb 03, 2021	BUY	$47.5 - $52.36 $95 - $104	2 Added 0.18%	1,090 $57,000
Q4 2019 Jan 29, 2020	BUY	$45.15 - $48.12 $49,123 - $52,354	1,088 New	1,088 $52,000

366

14.4M

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