Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Apple Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Abiomed Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
10 X Genomics Inc
Q2 2021 Filed on Jul 20, 2021
0
N/A
Rh
Q2 2021 Filed on Jul 20, 2021
1
N/A
Spdr Ser Tr
Q2 2021 Filed on Jul 20, 2021
1
N/A
Sea LTD
Q2 2021 Filed on Jul 20, 2021
1
N/A
Nv5 Global Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Pfizer Inc
Q2 2021 Filed on Jul 20, 2021
5
N/A
Goldman Sachs Group Inc
Q2 2021 Filed on Jul 20, 2021
1,110
N/A
Magnite Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Kraneshares Tr
Q2 2021 Filed on Jul 20, 2021
6
N/A
Ishares Tr
Q2 2021 Filed on Jul 20, 2021
949
N/A
Twilio Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
MD
Mednax, Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
76
$20.82 - $28.6 $1.58K - $2.17K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 19, 2021
32
$14.07 - $18.02 $450 - $577
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q1 2021 Filed on Apr 19, 2021
106
$7.21 - $11.72 $764 - $1.24K
Baidu Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2021 Filed on Apr 19, 2021
33
$25.74 - $31.42 $849 - $1.04K
Sea LTD
Q1 2021 Filed on Apr 19, 2021
1
N/A
Cloudflare Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q1 2021 Filed on Apr 19, 2021
300
$21.88 - $25.46 $6.56K - $7.64K
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
3
N/A
Anthem Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
10
N/A
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
5
N/A
Unitedhealth Group Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
GHL
Greenhill & CO Inc

Financial Services
Q1 2021 Filed on Apr 19, 2021
29
$11.35 - $18.68 $329 - $542
Abiomed Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
5
N/A
Fubotv Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Duff &Phelps Slt Engy And M
Q1 2021 Filed on Apr 19, 2021
100
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 19, 2021
16,956
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 19, 2021
3,332
N/A
Rh
Q1 2021 Filed on Apr 19, 2021
1
N/A
Jfrog LTD
Q1 2021 Filed on Apr 19, 2021
1
N/A
CRMD
Cor Medix Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
2,000
$6.84 - $17.58 $13.7K - $35.2K
Goldman Sachs Group Inc
Q1 2021 Filed on Apr 19, 2021
0
N/A
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2021 Filed on Apr 19, 2021
268
$86.14 - $104.49 $23.1K - $28K
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
4
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2021 Filed on Apr 19, 2021
250
$26.38 - $28.71 $6.6K - $7.18K
DRQ
Dril Quip Inc

Energy
Q1 2021 Filed on Apr 19, 2021
31
$30.12 - $40.48 $934 - $1.25K
Apple Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2021 Filed on Apr 19, 2021
405
$29.35 - $30.12 $11.9K - $12.2K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
5
$25.38 - $37.1 $127 - $186
Allianzgi Dividend Int &Prm
Q1 2021 Filed on Apr 19, 2021
65,374
N/A
SU
Suncor Energy Inc

Energy
Q1 2021 Filed on Apr 19, 2021
194
$16.72 - $23.53 $3.24K - $4.56K
COMM
Comm Scope Holding Company, Inc.

Technology
Q1 2021 Filed on Apr 19, 2021
1,000
$12.94 - $16.81 $12.9K - $16.8K
Aon PLC
Q1 2021 Filed on Apr 19, 2021
136
N/A
Navistar Intl Corp New
Q1 2021 Filed on Apr 19, 2021
100
N/A
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