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

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 292 shares of HYZD stock, worth $6,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares
292
Previous 292 -0.0%
Holding current value
$6,397
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 20, 2021
BUY
N/A
29 Added 11.03%
292 $7,000
Q1 2021

Apr 19, 2021
SELL
N/A
-29 Reduced 9.93%
263 $6,000
Q3 2020

Nov 03, 2020
SELL
N/A
-1,342 Reduced 82.13%
292 $6,000
Q2 2020

Jul 21, 2020
SELL
N/A
-6,412 Reduced 79.69%
1,634 $33,000
Q1 2020

Apr 15, 2020
SELL
N/A
-25,283 Reduced 75.86%
8,046 $150,000
Q4 2019

Jan 29, 2020
BUY
N/A
33,329 New
33,329 $772,000

Others Institutions Holding HYZD

# of Institutions
57
Shares Held
6.66M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTEREST RATE HE

HYZD Quotes by TradingView
  • Ticker HYZD
  • Sector ETFs
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More about HYZD
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