A detailed history of Sugarloaf Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 181 shares of FIXD stock, worth $7,835. This represents 0.0% of its overall portfolio holdings.

Number of Shares
181
Previous 179 1.12%
Holding current value
$7,835
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$42.87 - $45.76 $85 - $91
2 Added 1.12%
181 $8,000
Q2 2024

Jul 08, 2024

BUY
$42.01 - $43.6 $84 - $87
2 Added 1.13%
179 $7,000
Q1 2024

Apr 23, 2024

BUY
$43.25 - $44.65 $43 - $44
1 Added 0.57%
177 $7,000
Q4 2023

Jan 10, 2024

BUY
$40.92 - $44.8 $81 - $89
2 Added 1.15%
176 $7,000
Q3 2023

Nov 13, 2023

SELL
$41.98 - $44.5 $8,563 - $9,078
-204 Reduced 53.97%
174 $7,000
Q2 2023

Jul 13, 2023

BUY
$44.02 - $45.59 $132 - $136
3 Added 0.8%
378 $16,000
Q1 2023

Apr 26, 2023

BUY
$43.57 - $45.9 $130 - $137
3 Added 0.81%
375 $16,000
Q4 2022

Feb 03, 2023

BUY
$42.11 - $45.11 $168 - $180
4 Added 1.09%
372 $16,000
Q3 2022

Oct 11, 2022

BUY
$43.21 - $47.71 $129 - $143
3 Added 0.82%
368 $16,000
Q2 2022

Jul 12, 2022

BUY
$45.24 - $49.52 $135 - $148
3 Added 0.83%
365 $17,000
Q1 2022

Apr 25, 2022

BUY
$49.18 - $52.9 $49 - $52
1 Added 0.28%
362 $18,000
Q4 2021

Jan 20, 2022

SELL
$52.94 - $53.71 $18,793 - $19,067
-355 Reduced 49.58%
361 $19,000
Q3 2021

Oct 20, 2021

BUY
$53.5 - $54.31 $160 - $162
3 Added 0.42%
716 $38,000
Q2 2021

Jul 20, 2021

SELL
$52.93 - $53.72 $73,572 - $74,670
-1,390 Reduced 66.1%
713 $38,000
Q1 2021

Apr 19, 2021

SELL
$52.76 - $54.76 $85,998 - $89,258
-1,630 Reduced 43.66%
2,103 $111,000
Q4 2020

Feb 03, 2021

SELL
$54.65 - $55.37 $68,913 - $69,821
-1,261 Reduced 25.25%
3,733 $204,000
Q3 2020

Nov 03, 2020

SELL
$54.84 - $55.79 $48,368 - $49,206
-882 Reduced 15.01%
4,994 $275,000
Q2 2020

Jul 21, 2020

SELL
$52.84 - $54.79 $87,344 - $90,567
-1,653 Reduced 21.96%
5,876 $322,000
Q1 2020

Apr 15, 2020

BUY
$49.68 - $54.3 $374,040 - $408,824
7,529 New
7,529 $397,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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