Sugarloaf Wealth Management, LLC Invesco S&P 500 Equal Weight T Transaction History

Sugarloaf Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 03, 2023	SELL	$231.06 - $263.81 $231 - $263	-1 Reduced 3.85%	25 $6,000
Q2 2022 Jul 12, 2022	BUY	$229.64 - $292.39 $229 - $292	1 Added 4.0%	26 $6,000
Q1 2022 Apr 25, 2022	SELL	$262.98 - $325.7 $262 - $325	-1 Reduced 3.85%	25 $7,000
Q2 2021 Jul 20, 2021	SELL	$262.16 - $291.02 $11.3 Million - $12.6 Million	-43,289 Reduced 99.94%	26 $7,000
Q1 2021 Apr 19, 2021	BUY	$250.01 - $272.65 $10.8 Million - $11.8 Million	43,290 Added 173160.0%	43,315 $7,000
Q4 2019 Jan 29, 2020	BUY	$172.8 - $198.89 $4,320 - $4,972	25 New	25 $5,000

393

62.8M

4.6K

24.3K

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