Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Visa Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Visa Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Abiomed Inc
Q3 2021 Filed on Oct 20, 2021
1
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Oct 20, 2021
24
N/A
RGR
Sturm Ruger & CO Inc

Industrials
Q3 2021 Filed on Oct 20, 2021
100
$72.65 - $89.0 $7.27K - $8.9K
RWX
Spdr Dow Jones International R

ETFs
Q3 2021 Filed on Oct 20, 2021
1,432
$35.5 - $38.45 $50.8K - $55.1K
ACC
American Campus Communities Inc

Real Estate
Q3 2021 Filed on Oct 20, 2021
41
$47.24 - $51.99 $1.94K - $2.13K
DIV
Global X Superdividend Us ETF

ETFs
Q3 2021 Filed on Oct 20, 2021
2,830
$19.28 - $20.3 $54.6K - $57.4K
Maxim Integrated Prods Inc
Q3 2021 Filed on Oct 20, 2021
305
N/A
ADNT
Adient PLC

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
21
$35.2 - $45.16 $739 - $948
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 20, 2021
40
$113.34 - $142.77 $4.53K - $5.71K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2021 Filed on Jul 20, 2021
1,015,652
$24.07 - $27.84 $24.4M - $28.3M
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2021 Filed on Jul 20, 2021
528
$18.04 - $22.09 $9.53K - $11.7K
ATOM
Atomera Inc

Technology
Q2 2021 Filed on Jul 20, 2021
100
$13.53 - $27.93 $1.35K - $2.79K
Ishares Gold Tr
Q2 2021 Filed on Jul 20, 2021
15,000
N/A
Apple Inc
Q2 2021 Filed on Jul 20, 2021
56
N/A
Cameco Corp
Q2 2021 Filed on Jul 20, 2021
0
N/A
PDS
Precision Drilling Corp

Energy
Q2 2021 Filed on Jul 20, 2021
250
$22.95 - $42.17 $5.74K - $10.5K
Crowdstrike Hldgs Inc
Q2 2021 Filed on Jul 20, 2021
108
N/A
Perspecta Inc
Q2 2021 Filed on Jul 20, 2021
39
N/A
TWLO
Twilio Inc

Communication Services
Q2 2021 Filed on Jul 20, 2021
100
$281.02 - $400.68 $28.1K - $40.1K
TPIC
Tpi Composites, Inc

Industrials
Q2 2021 Filed on Jul 20, 2021
0
$41.36 - $59.47 $0 - $0
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Jul 20, 2021
59
$75.58 - $81.4 $4.46K - $4.8K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
229
$37.9 - $51.88 $8.68K - $11.9K
Duff &Phelps Slt Engy And M
Q2 2021 Filed on Jul 20, 2021
100
N/A
DRIO
Dario Health Corp.

Healthcare
Q2 2021 Filed on Jul 20, 2021
150
$13.9 - $22.58 $2.09K - $3.39K
Seagate Technology PLC
Q2 2021 Filed on Jul 20, 2021
79
N/A
BRG
Bluerock Residential Growth Reit, Inc.

Real Estate
Q2 2021 Filed on Jul 20, 2021
1,638
$8.89 - $10.42 $14.6K - $17.1K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
Q2 2021 Filed on Jul 20, 2021
197
$46.86 - $55.21 $9.23K - $10.9K
AMWL
American Well Corp

Healthcare
Q2 2021 Filed on Jul 20, 2021
100
$10.05 - $18.73 $1.01K - $1.87K
KC
Kingsoft Cloud Holdings LTD

Technology
Q2 2021 Filed on Jul 20, 2021
100
$33.14 - $48.74 $3.31K - $4.87K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2021 Filed on Jul 20, 2021
358
$79.26 - $88.68 $28.4K - $31.7K
Star Peak Energy Transition
Q2 2021 Filed on Jul 20, 2021
100
N/A
SPWR
Sunpower Corp

Technology
Q2 2021 Filed on Jul 20, 2021
0
$20.91 - $33.24 $0 - $0
FROG
J Frog LTD

Technology
Q2 2021 Filed on Jul 20, 2021
100
$34.42 - $52.57 $3.44K - $5.26K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2021 Filed on Jul 20, 2021
138,063
$72.9 - $77.14 $10.1M - $10.7M
FUBO
Fubo Tv Inc.

Communication Services
Q2 2021 Filed on Jul 20, 2021
75
$16.35 - $34.25 $1.23K - $2.57K
Hms Hldgs Corp
Q2 2021 Filed on Jul 20, 2021
121
N/A
Draftkings Inc
Q2 2021 Filed on Jul 20, 2021
100
N/A
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
Q2 2021 Filed on Jul 20, 2021
1,608
$12.97 - $13.4 $20.9K - $21.5K
Unitedhealth Group Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Ishares Tr
Q2 2021 Filed on Jul 20, 2021
318
N/A
Slack Technologies Inc
Q2 2021 Filed on Jul 20, 2021
5
N/A
Draftkings Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Datadog Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Cameco Corp
Q2 2021 Filed on Jul 20, 2021
9,051
N/A
Baidu Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Apple Inc
Q2 2021 Filed on Jul 20, 2021
66,171
N/A
DOCU
Docusign, Inc.

Technology
Q2 2021 Filed on Jul 20, 2021
100
$180.16 - $284.48 $18K - $28.4K
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