Sugarloaf Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Sugarloaf Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$128.74 - $136.24 $13,646 - $14,441	-106 Reduced 17.26%	508 $65,000
Q2 2023 Jul 13, 2023	BUY	$126.74 - $135.66 $126 - $135	1 Added 0.16%	614 $81,000
Q4 2022 Feb 03, 2023	SELL	$121.85 - $140.1 $35,336 - $40,629	-290 Reduced 32.12%	613 $83,000
Q3 2022 Oct 11, 2022	BUY	$121.11 - $134.29 $12,232 - $13,563	101 Added 12.59%	903 $110,000
Q4 2021 Jan 20, 2022	BUY	$125.34 - $141.49 $125 - $141	1 Added 0.12%	802 $113,000
Q2 2021 Jul 20, 2021	BUY	$116.39 - $126.03 $49,582 - $53,688	426 Added 113.6%	801 $101,000
Q1 2021 Apr 19, 2021	SELL	$110.8 - $118.5 $47,090 - $50,362	-425 Reduced 53.13%	375 $93,000
Q4 2020 Feb 03, 2021	BUY	$101.66 - $113.44 $101 - $113	1 Added 0.13%	800 $91,000
Q2 2020 Jul 21, 2020	BUY	$85.21 - $103.92 $85 - $103	1 Added 0.13%	799 $80,000
Q1 2020 Apr 15, 2020	BUY	$74.62 - $104.73 $7,462 - $10,473	100 Added 14.33%	798 $71,000
Q4 2019 Jan 29, 2020	BUY	$87.95 - $103.11 $61,389 - $71,970	698 New	698 $71,000

1,943

203M

10.6M

16.4M

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