Sugarloaf Wealth Management’s TrueShares Structured Outcome August ETF AUGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$8.99K | – | 711 |
|
|
2022
Q4 | $8.99K | Hold |
300
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 528 |
|
|
2022
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2022
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 482 |
|
|
2021
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 502 |
|
|
2021
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 519 |
|