Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q3 2023 Filed on Nov 13, 2023
467
$10.04 - $11.34 $4.69K - $5.3K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2023 Filed on Apr 26, 2023
279
$141.03 - $169.11 $39.3K - $47.2K
ZTS
Zoetis Inc.

Healthcare
Q1 2023 Filed on Apr 26, 2023
192
$145.48 - $175.02 $27.9K - $33.6K
AMH
American Homes 4 Rent

Real Estate
Q1 2023 Filed on Apr 26, 2023
570
$28.91 - $35.49 $16.5K - $20.2K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2022 Filed on Jul 12, 2022
0
$87.19 - $96.48 $0 - $0
TLRY
Tilray Brands, Inc.

Healthcare
Q2 2022 Filed on Jul 12, 2022
350
$3.11 - $7.48 $1.09K - $2.62K
FCNCA
First Citizens Bancshares Inc

Financial Services
Q2 2022 Filed on Jul 12, 2022
55
$598.79 - $700.4 $32.9K - $38.5K
AI
C3.Ai, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
100
$13.85 - $24.24 $1.39K - $2.42K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2022 Filed on Jul 12, 2022
0
$257.24 - $353.96 $0 - $0
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q2 2022 Filed on Jul 12, 2022
0
$19.2 - $24.94 $0 - $0
Apple Inc
Q2 2022 Filed on Jul 12, 2022
0
N/A
Ishares Tr
Q2 2022 Filed on Jul 12, 2022
0
N/A
Preferred Apt Cmntys Inc
Q2 2022 Filed on Jul 12, 2022
540
N/A
QNGYWS
Quanergy Sys Inc Wt Exp 02/01/
Q2 2022 Filed on Jul 12, 2022
100
N/A
SHYD
Vaneck Short High Yield Muni E

ETFs
Q2 2022 Filed on Jul 12, 2022
0
$21.99 - $23.31 $0 - $0
BDL
Flanigans Enterprises Inc

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
100
$30.0 - $39.5 $3K - $3.95K
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Jul 12, 2022
357
$45.24 - $78.15 $16.2K - $27.9K
Bp PLC
Q2 2022 Filed on Jul 12, 2022
0
N/A
PLBY
Plby Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
300
$6.4 - $13.39 $1.92K - $4.02K
Carnival Corp
Q2 2022 Filed on Jul 12, 2022
0
N/A
Brookfield Asset Mgmt Reins
Q2 2022 Filed on Jul 12, 2022
2
N/A
VOX
Vanguard Communication Service

ETFs
Q2 2022 Filed on Jul 12, 2022
0
$91.39 - $123.66 $0 - $0
Royal Caribbean Group
Q2 2022 Filed on Jul 12, 2022
0
N/A
Affirm Hldgs Inc
Q2 2022 Filed on Jul 12, 2022
0
N/A
Baidu Inc
Q2 2022 Filed on Jul 12, 2022
0
N/A
Uphealth Inc
Q2 2022 Filed on Jul 12, 2022
0
N/A
Goldman Sachs Group Inc
Q2 2022 Filed on Jul 12, 2022
0
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2022 Filed on Jul 12, 2022
100
$28.78 - $53.32 $2.88K - $5.33K
Invivo Therapeutics Hldgs CO
Q2 2022 Filed on Jul 12, 2022
1
N/A
IONQ
Ion Q, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
100
$4.34 - $13.58 $434 - $1.36K
Home Depot Inc
Q2 2022 Filed on Jul 12, 2022
0
N/A
AFRM
Affirm Holdings, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
0
$14.63 - $47.7 $0 - $0
Home Depot Inc
Q2 2022 Filed on Jul 12, 2022
0
N/A
Boeing CO
Q2 2022 Filed on Jul 12, 2022
0
N/A
Boeing CO
Q2 2022 Filed on Jul 12, 2022
0
N/A
Las Vegas Sands Corp
Q2 2022 Filed on Jul 12, 2022
0
N/A
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q2 2022 Filed on Jul 12, 2022
0
$38.09 - $53.77 $0 - $0
RDS-A
Shell PLC

Energy
Q2 2022 Filed on Jul 12, 2022
0
N/A
Royal Dutch Shell PLC
Q2 2022 Filed on Jul 12, 2022
0
N/A
UPH
Up Health, Inc.

Healthcare
Q2 2022 Filed on Jul 12, 2022
0
$0.52 - $1.18 $0 - $0
PUBM
Pub Matic, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
100
$18.77 - $33.23 $1.88K - $3.32K
TELL
Tellurian Inc.

Energy
Q1 2022 Filed on Apr 25, 2022
500
$2.26 - $5.84 $1.13K - $2.92K
PCAR
Paccar Inc

Industrials
Q1 2022 Filed on Apr 25, 2022
101
$83.19 - $96.5 $8.4K - $9.75K
SRAD
Sportradar Group Ag

Technology
Q1 2022 Filed on Apr 25, 2022
300
$11.48 - $19.03 $3.44K - $5.71K
Guaranty Fed Bancshares Inc
Q1 2022 Filed on Apr 25, 2022
1,000
N/A
LOGI
Logitech International S.A.

Technology
Q1 2022 Filed on Apr 25, 2022
80
$69.35 - $85.95 $5.55K - $6.88K
MQ
Marqeta, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
100
$8.52 - $18.0 $852 - $1.8K
PL
Planet Labs Pbc

Industrials
Q1 2022 Filed on Apr 25, 2022
400
$4.5 - $6.76 $1.8K - $2.7K
AM
Antero Midstream Corp

Energy
Q1 2022 Filed on Apr 25, 2022
3,844
$9.23 - $11.49 $35.5K - $44.2K
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