Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

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

Financial Services
Q4 2021 Filed on Jan 20, 2022
105
$39.64 - $72.06 $4.16K - $7.57K
Select Sector Spdr Tr
Q4 2021 Filed on Jan 20, 2022
90
N/A
Spdr S&P 500 ETF Tr
Q4 2021 Filed on Jan 20, 2022
2
N/A
U
Unity Software Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
100
$119.85 - $201.12 $12K - $20.1K
Unitedhealth Group Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
Nvidia Corporation
Q4 2021 Filed on Jan 20, 2022
1
N/A
Microsoft Corp
Q4 2021 Filed on Jan 20, 2022
21
N/A
Sea LTD
Q4 2021 Filed on Jan 20, 2022
0
N/A
Rh
Q4 2021 Filed on Jan 20, 2022
1
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 20, 2022
183
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
12
$23.24 - $45.06 $279 - $541
Roku Inc
Q4 2021 Filed on Jan 20, 2022
1
N/A
KSS
Kohls Corp

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
505
$47.09 - $60.18 $23.8K - $30.4K
ETWOWS
E2 Open Parent Hldgs Inc Wt Exp
Q3 2021 Filed on Oct 20, 2021
400
N/A
UEC
Uranium Energy Corp

Energy
Q3 2021 Filed on Oct 20, 2021
1,000
$1.95 - $3.69 $1.95K - $3.69K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
302
$59.87 - $68.61 $18.1K - $20.7K
VRM
Vroom, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
100
$22.07 - $42.98 $2.21K - $4.3K
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
1,000
$1.01 - $1.82 $1.01K - $1.82K
Daseke Inc
Q3 2021 Filed on Oct 20, 2021
7,000
N/A
Microsoft Corp
Q3 2021 Filed on Oct 20, 2021
20
N/A
NET
Cloudflare, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
100
$102.66 - $136.97 $10.3K - $13.7K
IBRX
Immunity Bio, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
200
$9.17 - $14.24 $1.83K - $2.85K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
253
$87.33 - $95.62 $22.1K - $24.2K
ATY
Acuity Ads Holdings Inc.

Communication Services
Q3 2021 Filed on Oct 20, 2021
500
$6.48 - $9.99 $3.24K - $5K
RGR
Sturm Ruger & CO Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
100
$72.65 - $89.0 $7.27K - $8.9K
PRVA
Privia Health Group, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
150
$23.56 - $46.78 $3.53K - $7.02K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q3 2021 Filed on Oct 20, 2021
2,919
$21.03 - $21.7 $61.4K - $63.3K
USB
Us Bancorp \De\

Financial Services
Q3 2021 Filed on Oct 20, 2021
145
$54.51 - $61.1 $7.9K - $8.86K
TRUP
Trupanion, Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
200
$77.67 - $120.29 $15.5K - $24.1K
ACC
American Campus Communities Inc

Real Estate
Q3 2021 Filed on Oct 20, 2021
41
$47.24 - $51.99 $1.94K - $2.13K
PLTR
Palantir Technologies Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
150
$21.37 - $28.77 $3.21K - $4.32K
NKTR
Nektar Therapeutics

Healthcare
Q3 2021 Filed on Oct 20, 2021
100
$13.07 - $18.84 $1.31K - $1.88K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
20
$466.02 - $540.47 $9.32K - $10.8K
MBIO
Mustang Bio, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
500
$2.58 - $3.36 $1.29K - $1.68K
ADNT
Adient PLC

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
21
$35.2 - $45.16 $739 - $948
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
101
$72.23 - $78.63 $7.3K - $7.94K
Apple Inc
Q3 2021 Filed on Oct 20, 2021
56
N/A
Goldman Sachs Group Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Plby Group Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
DIV
Global X Superdividend Us ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
2,830
$19.28 - $20.3 $54.6K - $57.4K
Penn Natl Gaming Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Palantir Technologies Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
LSXMK
Liberty Media Corp

Communication Services
Q3 2021 Filed on Oct 20, 2021
80
$43.95 - $50.1 $3.52K - $4.01K
LSXMA
Liberty Media Corp

Communication Services
Q3 2021 Filed on Oct 20, 2021
40
$44.48 - $50.16 $1.78K - $2.01K
LBRDK
Liberty Broadband Corp

Communication Services
Q3 2021 Filed on Oct 20, 2021
20
$169.8 - $192.82 $3.4K - $3.86K
Jpmorgan Chase &Co
Q3 2021 Filed on Oct 20, 2021
1
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Oct 20, 2021
24
N/A
General Electric CO
Q3 2021 Filed on Oct 20, 2021
7,221
N/A
Sea LTD
Q3 2021 Filed on Oct 20, 2021
1
N/A
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