Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BE
Bloom Energy Corp

Industrials
Q1 2021 Filed on Apr 19, 2021
500
$23.4 - $42.65 $11.7K - $21.3K
Cc Neuberger Principal Hldng
Q1 2021 Filed on Apr 19, 2021
400
N/A
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
337
$8.81 - $16.96 $2.97K - $5.72K
IBIO
I Bio, Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
3,600
$1.18 - $2.62 $4.25K - $9.43K
Allianzgi Artificial Intelli
Q1 2021 Filed on Apr 19, 2021
204
N/A
BOXL
Boxlight Corp

Technology
Q1 2021 Filed on Apr 19, 2021
2,238
$1.49 - $3.6 $3.33K - $8.06K
Allianzgi Diversified Income
Q1 2021 Filed on Apr 19, 2021
1,232
N/A
ALBO
Albireo Pharma, Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
10
$32.03 - $42.85 $320 - $429
ASIX
Advan Six Inc.

Basic Materials
Q1 2021 Filed on Apr 19, 2021
1
$19.78 - $29.65 $19.8 - $29.7
Pyxis Tankers Inc
Q1 2021 Filed on Apr 19, 2021
6
N/A
SMB
Vaneck Short Muni ETF

ETFs
Q1 2021 Filed on Apr 19, 2021
1,020
$17.96 - $18.19 $18.3K - $18.6K
Switchback Energy Acquistn C
Q1 2021 Filed on Apr 19, 2021
194
N/A
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2021 Filed on Apr 19, 2021
632
$50.99 - $52.34 $32.2K - $33.1K
Diffusion Pharmaceuticals In
Q1 2021 Filed on Apr 19, 2021
15,750
N/A
Vereit Inc
Q1 2021 Filed on Apr 19, 2021
109
N/A
Delta Air Lines Inc Del
Q1 2021 Filed on Apr 19, 2021
1
N/A
Norwegian Cruise Line Hldg L
Q1 2021 Filed on Apr 19, 2021
20
N/A
Alimera Sciences Inc
Q1 2021 Filed on Apr 19, 2021
66
N/A
Wyndham Destinations Inc
Q1 2021 Filed on Apr 19, 2021
49
N/A
Social Cap Hedspia Hldg CO I
Q1 2021 Filed on Apr 19, 2021
107
N/A
Baidu Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Bigcommerce Hldgs Inc
Q4 2020 Filed on Feb 03, 2021
2
N/A
Baidu Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Docusign Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Anthem Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
Cloudflare Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Anthem Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
Abiomed Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Svb Financial Group
Q4 2020 Filed on Feb 03, 2021
1
N/A
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2020 Filed on Feb 03, 2021
1,000
$21.36 - $24.05 $21.4K - $24.1K
Apex Technology Acquisition
Q4 2020 Filed on Feb 03, 2021
150
N/A
Apex Technology Acquisition
Q4 2020 Filed on Feb 03, 2021
200
N/A
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 03, 2021
206
N/A
Citigroup Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Enphase Energy Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Fastly Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Visa Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
UBSI
United Bankshares Inc

Financial Services
Q4 2020 Filed on Feb 03, 2021
1,816
$22.2 - $32.43 $40.3K - $58.9K
Vroom Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Aurora Cannabis Inc
Q4 2020 Filed on Feb 03, 2021
8
N/A
EBIX
Ebix Inc

Technology
Q4 2020 Filed on Feb 03, 2021
302
$18.06 - $37.97 $5.45K - $11.5K
Apple Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
AAOI
Applied Optoelectronics, Inc.

Technology
Q4 2020 Filed on Feb 03, 2021
124
$7.4 - $11.83 $918 - $1.47K
PRTY
Party City Holdco Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 03, 2021
35
$1.78 - $6.7 $62.3 - $235
Select Sector Spdr Tr
Q4 2020 Filed on Feb 03, 2021
1
N/A
Select Sector Spdr Tr
Q4 2020 Filed on Feb 03, 2021
1
N/A
Goldman Sachs Group Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
Goldman Sachs Group Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
Ishares Tr
Q4 2020 Filed on Feb 03, 2021
2
N/A
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