Sugarloaf Wealth Management, LLC Wisdomtree Tr Interest Rate He Transaction History

Sugarloaf Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 20, 2021	BUY	$22.0 - $22.27 $638 - $645	29 Added 11.03%	292 $7,000
Q1 2021 Apr 19, 2021	SELL	$21.7 - $22.28 $629 - $646	-29 Reduced 9.93%	263 $6,000
Q3 2020 Nov 03, 2020	SELL	$20.23 - $21.19 $27,148 - $28,436	-1,342 Reduced 82.13%	292 $6,000
Q2 2020 Jul 21, 2020	SELL	$18.37 - $20.96 $117,788 - $134,395	-6,412 Reduced 79.69%	1,634 $33,000
Q1 2020 Apr 15, 2020	SELL	$17.2 - $23.39 $434,867 - $591,369	-25,283 Reduced 75.86%	8,046 $150,000
Q4 2019 Jan 29, 2020	BUY	$22.66 - $23.29 $755,235 - $776,232	33,329 New	33,329 $772,000

5.02M

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