Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STEM
Stem, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
0
$7.49 - $19.24 $0 - $0
TELL
Tellurian Inc.

Energy
Q1 2022 Filed on Apr 25, 2022
500
$2.26 - $5.84 $1.13K - $2.92K
BIGC
Big Commerce Holdings, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
200
$17.72 - $37.35 $3.54K - $7.47K
AM
Antero Midstream Corp

Energy
Q1 2022 Filed on Apr 25, 2022
3,844
$9.23 - $11.49 $35.5K - $44.2K
Citic Capital Acquisition CO
Q1 2022 Filed on Apr 25, 2022
200
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
Nuance Communications Inc
Q1 2022 Filed on Apr 25, 2022
9
N/A
Guaranty Fed Bancshares Inc
Q1 2022 Filed on Apr 25, 2022
1,000
N/A
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q1 2022 Filed on Apr 25, 2022
208
$9.13 - $13.21 $1.9K - $2.75K
Cit Group Inc
Q1 2022 Filed on Apr 25, 2022
910
N/A
Federal Rlty Invt Tr
Q1 2022 Filed on Apr 25, 2022
389
N/A
Wells Fargo CO New
Q4 2021 Filed on Jan 20, 2022
3
N/A
Visa Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
Upstart Hldgs Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
NWN
Northwest Natural Holding CO

Utilities
Q4 2021 Filed on Jan 20, 2022
200
$43.12 - $48.78 $8.62K - $9.76K
Select Sector Spdr Tr
Q4 2021 Filed on Jan 20, 2022
2
N/A
Penn Natl Gaming Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
Mgm Resorts International
Q4 2021 Filed on Jan 20, 2022
1
N/A
Home Depot Inc
Q4 2021 Filed on Jan 20, 2022
16
N/A
Mcdonalds Corp
Q4 2021 Filed on Jan 20, 2022
0
N/A
Ishares Tr
Q4 2021 Filed on Jan 20, 2022
2
N/A
Home Depot Inc
Q4 2021 Filed on Jan 20, 2022
16
N/A
Baidu Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
100
$44.65 - $81.34 $4.47K - $8.13K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
103
$99.91 - $140.28 $10.3K - $14.4K
Cree Inc
Q4 2021 Filed on Jan 20, 2022
317
N/A
Aersale Corporation
Q4 2021 Filed on Jan 20, 2022
500
N/A
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
500
$22.12 - $28.79 $11.1K - $14.4K
DOCN
Digital Ocean Holdings, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
100
$71.01 - $130.26 $7.1K - $13K
Dmy Technology Group Inc Iii
Q4 2021 Filed on Jan 20, 2022
100
N/A
Fedex Corp
Q4 2021 Filed on Jan 20, 2022
1
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2021 Filed on Jan 20, 2022
142
$157.13 - $192.91 $22.3K - $27.4K
Largo Res LTD
Q4 2021 Filed on Jan 20, 2022
1,400
N/A
Goldman Sachs Group Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q4 2021 Filed on Jan 20, 2022
2,000
$26.52 - $27.2 $53K - $54.4K
PLXP
P Lx Pharma Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
1,500
$7.69 - $19.66 $11.5K - $29.5K
SWAV
Shockwave Medical, Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
100
$165.13 - $241.83 $16.5K - $24.2K
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Jan 20, 2022
22,632
N/A
SBOW
Silverbow Resources, Inc.

Energy
Q4 2021 Filed on Jan 20, 2022
285
$20.89 - $31.9 $5.95K - $9.09K
Columbia Ppty Tr Inc
Q4 2021 Filed on Jan 20, 2022
2,200
N/A
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
3
$189.51 - $279.32 $569 - $838
Nike Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
350
$19.94 - $26.96 $6.98K - $9.44K
IYE
Ishares Tr

ETFs
Q4 2021 Filed on Jan 20, 2022
320
$28.79 - $32.36 $9.21K - $10.4K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2021 Filed on Jan 20, 2022
156
$14.62 - $16.1 $2.28K - $2.51K
Select Sector Spdr Tr
Q4 2021 Filed on Jan 20, 2022
2
N/A
Mckesson Corp
Q4 2021 Filed on Jan 20, 2022
0
N/A
Live Oak Acquisition Corp Ii
Q4 2021 Filed on Jan 20, 2022
100
N/A
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