Number of Shares
627
Previous 627 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

SELL
N/A
-40 Reduced 6.0%
627 $0
Q1 2024

Apr 23, 2024

SELL
N/A
-83 Reduced 11.07%
667 $0
Q4 2023

Jan 10, 2024

SELL
N/A
-255 Reduced 25.37%
750 $0
Q3 2023

Nov 13, 2023

SELL
N/A
-30 Reduced 2.9%
1,005 $0
Q2 2023

Jul 13, 2023

SELL
N/A
-41 Reduced 3.81%
1,035 $0
Q1 2023

Apr 26, 2023

BUY
N/A
1,076 New
1,076 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-2 Reduced 0.16%
1,227 $1.44 Million
Q2 2022

Jul 12, 2022

BUY
N/A
1,229 New
1,229 $1.48 Million
Q4 2020

Feb 03, 2021

SELL
N/A
-1,325 Closed
0 $0
Q3 2020

Nov 03, 2020

SELL
N/A
-20 Reduced 1.49%
1,325 $1.97 Million
Q2 2020

Jul 21, 2020

BUY
N/A
25 Added 1.89%
1,345 $1.81 Million
Q4 2019

Jan 29, 2020

BUY
N/A
1,320 New
1,320 $1.91 Million
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.