A detailed history of Sugarloaf Wealth Management, LLC transactions in Global X Uranium ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 69 shares of URA stock, worth $1,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
69
Previous 36 91.67%
Holding current value
$1,934
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025

BUY
$26.78 - $33.46 $883 - $1,104
33 Added 91.67%
69 $1,000
Q4 2022

Feb 03, 2023

SELL
$18.78 - $21.76 $4,187 - $4,852
-223 Reduced 86.1%
36 $0
Q3 2022

Oct 11, 2022

BUY
$18.04 - $23.86 $4,022 - $5,320
223 Added 619.44%
259 $6,000
Q3 2021

Oct 20, 2021

SELL
$17.54 - $28.68 $9,226 - $15,085
-526 Reduced 93.59%
36 $1,000
Q2 2021

Jul 20, 2021

SELL
$18.77 - $23.63 $713 - $897
-38 Reduced 6.33%
562 $12,000
Q1 2021

Apr 19, 2021

SELL
$14.52 - $20.33 $8,145 - $11,405
-561 Reduced 48.32%
600 $22,000
Q3 2020

Nov 03, 2020

BUY
$10.9 - $12.53 $10 - $12
1 Added 0.09%
1,161 $13,000
Q2 2020

Jul 21, 2020

BUY
$8.4 - $11.47 $8 - $11
1 Added 0.09%
1,160 $13,000
Q1 2020

Apr 15, 2020

SELL
$7.09 - $11.06 $21,270 - $33,180
-3,000 Reduced 72.13%
1,159 $10,000
Q4 2019

Jan 29, 2020

BUY
$10.71 - $11.32 $44,542 - $47,079
4,159 New
4,159 $46,000

Others Institutions Holding URA

About GLOBAL X URANIUM ETF


  • Ticker URA
  • Sector ETFs
  • Industry ETFs
More about URA
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.