Sugarloaf Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Sugarloaf Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$33.21 - $37.37 $55,693 - $62,669	-1,677 Reduced 60.3%	1,104 $37,000
Q1 2023 Apr 26, 2023	SELL	$32.27 - $37.51 $7,583 - $8,814	-235 Reduced 7.79%	2,781 $94,000
Q3 2022 Oct 11, 2022	BUY	$30.47 - $36.87 $17,611 - $21,310	578 Added 23.71%	3,016 $93,000
Q2 2021 Jul 20, 2021	BUY	$38.02 - $40.93 $58,931 - $63,441	1,550 Added 174.55%	2,438 $98,000
Q1 2021 Apr 19, 2021	SELL	$33.7 - $40.38 $51,594 - $61,821	-1,531 Reduced 63.29%	888 $93,000
Q4 2020 Feb 03, 2021	BUY	$26.87 - $34.54 $19,588 - $25,179	729 Added 43.14%	2,419 $83,000
Q1 2020 Apr 15, 2020	BUY	$17.16 - $29.57 $29,000 - $49,973	1,690 New	1,690 $34,000

408

33.5M

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