Sugarloaf Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 926 shares of FDL stock, worth $38,095. This represents 0.01% of its overall portfolio holdings.

Number of Shares
926
Previous 926 -0.0%
Holding current value
$38,095
Previous $38,000 2.63%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023
SELL
$33.07 - $38.07 $2,281 - $2,626
-69 Reduced 6.93%
926 $33,000
Q2 2022

Jul 12, 2022
BUY
$34.6 - $39.18 $34 - $39
1 Added 0.1%
995 $35,000
Q1 2022

Apr 25, 2022
SELL
$35.1 - $37.75 $35 - $37
-1 Reduced 0.1%
994 $37,000
Q4 2021

Jan 20, 2022
BUY
$32.91 - $35.56 $362 - $391
11 Added 1.12%
995 $35,000
Q3 2021

Oct 20, 2021
BUY
$32.62 - $34.39 $260 - $275
8 Added 0.82%
984 $32,000
Q2 2021

Jul 20, 2021
BUY
$32.86 - $35.14 $328 - $351
10 Added 1.04%
976 $32,000
Q1 2021

Apr 19, 2021
BUY
$29.2 - $32.92 $175 - $197
6 Added 0.63%
966 $32,000
Q4 2020

Feb 03, 2021
BUY
$25.5 - $30.51 $280 - $335
11 Added 1.16%
960 $28,000
Q3 2020

Nov 03, 2020
SELL
$24.81 - $27.46 $92,615 - $102,508
-3,733 Reduced 79.73%
949 $29,000
Q2 2020

Jul 21, 2020
SELL
$21.3 - $29.06 $532 - $726
-25 Reduced 0.53%
4,682 $119,000
Q1 2020

Apr 15, 2020
SELL
$19.15 - $32.68 $16,469 - $28,104
-860 Reduced 15.45%
4,707 $105,000
Q4 2019

Jan 29, 2020
BUY
$29.94 - $32.68 $166,675 - $181,929
5,567 New
5,567 $181,000

Others Institutions Holding FDL

# of Institutions
455
Shares Held
70.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email