Sugarloaf Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 72 shares of DSI stock, worth $9,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72
Previous 1,937 96.28%
Holding current value
$9,128
Previous $210,000 96.67%
% of portfolio
0.0%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$107.41 - $115.71 $200,319 - $215,799
-1,865 Reduced 96.28%
72 $7,000
Q3 2024

Oct 08, 2024
SELL
$97.81 - $108.79 $36,189 - $40,252
-370 Reduced 16.04%
1,937 $210,000
Q1 2024

Apr 23, 2024
BUY
$89.27 - $100.81 $17,496 - $19,758
196 Added 9.28%
2,307 $232,000
Q3 2023

Nov 13, 2023
SELL
$80.77 - $87.25 $7,915 - $8,550
-98 Reduced 4.44%
2,111 $171,000
Q1 2023

Apr 26, 2023
SELL
$71.07 - $79.2 $21,249 - $23,680
-299 Reduced 11.92%
2,209 $172,000
Q3 2022

Oct 11, 2022
BUY
$66.97 - $81.69 $6,228 - $7,597
93 Added 3.85%
2,508 $168,000
Q2 2021

Jul 20, 2021
BUY
$77.33 - $82.83 $177,627 - $190,260
2,297 Added 1946.61%
2,415 $200,000
Q1 2021

Apr 19, 2021
SELL
$70.61 - $76.36 $146,445 - $158,370
-2,074 Reduced 94.62%
118 $167,000
Q4 2020

Feb 03, 2021
BUY
$62.23 - $71.54 $136,408 - $156,815
2,192 New
2,192 $157,000

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email