Sugarloaf Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Sugarloaf Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$68.87 - $74.82 $36,432 - $39,579	-529 Reduced 39.16%	822 $56,000
Q1 2023 Apr 26, 2023	BUY	$66.27 - $72.39 $11,199 - $12,233	169 Added 14.3%	1,351 $97,000
Q3 2022 Oct 11, 2022	SELL	$55.75 - $67.2 $51,290 - $61,824	-920 Reduced 43.77%	1,182 $67,000
Q2 2021 Jul 20, 2021	BUY	$76.82 - $82.21 $105,089 - $112,463	1,368 Added 186.38%	2,102 $166,000
Q1 2021 Apr 19, 2021	SELL	$72.34 - $76.86 $79,139 - $84,084	-1,094 Reduced 59.85%	734 $139,000
Q4 2020 Feb 03, 2021	BUY	$61.15 - $73.67 $111,782 - $134,668	1,828 New	1,828 $134,000

647

93.4M

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