A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 16,268 shares of PDEC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,268
Previous 18,283 11.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

SELL
N/A
-2,015 Reduced 11.02%
16,268 $0
Q4 2023

Jan 10, 2024

BUY
N/A
6,580 Added 56.22%
18,283 $0
Q4 2022

Feb 03, 2023

BUY
N/A
5,325 Added 83.49%
11,703 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-325 Reduced 4.85%
6,378 $182,000
Q2 2022

Jul 12, 2022

BUY
N/A
6,703 New
6,703 $193,000

Others Institutions Holding PDEC

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PDEC
More about PDEC
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.