SWM
Sugarloaf Wealth Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.91M | Buy |
17,315
+27
| +0.2% | +$6.1K | 0.74% | 23 |
|
|
2024
Q3 | $3.72M | Buy |
17,288
+320
| +2% | +$68.8K | 0.7% | 25 |
|
|
2024
Q2 | $3.34M | Buy |
16,968
+202
| +1% | +$39.8K | 0.68% | 27 |
|
|
2024
Q1 | $3.43M | Buy |
16,766
+1,137
| +7% | +$233K | 0.71% | 26 |
|
|
2023
Q4 | $3.22M | Buy |
15,629
+428
| +3% | +$88.1K | 0.78% | 23 |
|
|
2023
Q3 | $2.72M | Sell |
15,201
-2,297
| -13% | -$411K | 0.69% | 26 |
|
|
2023
Q2 | $2.9M | Buy |
17,498
+523
| +3% | +$86.6K | 0.68% | 23 |
|
|
2023
Q1 | $2.49M | Buy |
16,975
+373
| +2% | +$54.7K | 0.61% | 25 |
|
|
2022
Q4 | $2.23M | Buy |
16,602
+972
| +6% | +$130K | 0.56% | 32 |
|
|
2022
Q3 | $2.26M | Buy |
15,630
+429
| +3% | +$62K | 0.58% | 25 |
|
|
2022
Q2 | $2.17M | Buy |
15,201
+1,481
| +11% | +$211K | 0.54% | 29 |
|
|
2022
Q1 | $2.16M | Buy |
13,720
+1,436
| +12% | +$226K | 0.51% | 34 |
|
|
2021
Q4 | $2.25M | Buy |
12,284
+845
| +7% | +$154K | 0.53% | 30 |
|
|
2021
Q3 | $1.91M | Buy |
11,439
+685
| +6% | +$114K | 0.5% | 31 |
|
|
2021
Q2 | $1.74M | Buy |
10,754
+626
| +6% | +$101K | 0.47% | 32 |
|
|
2021
Q1 | $1.55K | Sell |
10,128
-578
| -5% | -$89 | 0.46% | 30 |
|
|
2020
Q4 | $1.64M | Buy |
10,706
+316
| +3% | +$48.4K | 0.55% | 28 |
|
|
2020
Q3 | $1.38M | Sell |
10,390
-23
| -0.2% | -$3.05K | 0.5% | 29 |
|
|
2020
Q2 | $1.31M | Buy |
10,413
+473
| +5% | +$59.7K | 0.5% | 31 |
|
|
2020
Q1 | $943K | Buy |
9,940
+4,915
| +98% | +$466K | 0.42% | 38 |
|
|
2019
Q4 | $621K | Buy |
+5,025
| New | +$621K | 0.26% | 68 |
|