Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Tr
Q4 2020 Filed on Feb 03, 2021
2
N/A
Magnite Inc
Q4 2020 Filed on Feb 03, 2021
5
N/A
Rh
Q4 2020 Filed on Feb 03, 2021
1
N/A
Royal Caribbean Group
Q4 2020 Filed on Feb 03, 2021
2
N/A
Schrodinger Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
1,217
$42.71 - $50.11 $52K - $61K
SIVB
Svb Financial Group

Financial Services
Q4 2020 Filed on Feb 03, 2021
100
$245.3 - $387.83 $24.5K - $38.8K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q4 2020 Filed on Feb 03, 2021
100
$34.58 - $40.06 $3.46K - $4.01K
Delphi Technologies PLC
Q4 2020 Filed on Feb 03, 2021
34
N/A
IEO
Ishares Tr

ETFs
Q4 2020 Filed on Feb 03, 2021
750
$24.48 - $38.57 $18.4K - $28.9K
Livongo Health Inc
Q4 2020 Filed on Feb 03, 2021
150
N/A
Monocle Acquisition Corp
Q4 2020 Filed on Feb 03, 2021
150
N/A
Heat Biologics Inc
Q4 2020 Filed on Feb 03, 2021
20,250
N/A
Citigroup Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
GVAL
Cambria Global Value ETF
Q4 2020 Filed on Feb 03, 2021
107
N/A
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
600
$25.37 - $30.28 $15.2K - $18.2K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
734
$30.05 - $38.66 $22.1K - $28.4K
Visa Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
Mylan N V
Q4 2020 Filed on Feb 03, 2021
325
N/A
Trine Acquisition Corp
Q4 2020 Filed on Feb 03, 2021
100
N/A
United States Oil Fund LP
Q4 2020 Filed on Feb 03, 2021
1,686
N/A
Abiomed Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
DNN
Denison Mines Corp.

Energy
Q4 2020 Filed on Feb 03, 2021
5,000
$0.31 - $0.72 $1.55K - $3.6K
Raytheon Technologies Corp
Q4 2020 Filed on Feb 03, 2021
1
N/A
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2020 Filed on Feb 03, 2021
1,000
$15.32 - $17.2 $15.3K - $17.2K
SJM
J M Smucker CO

Consumer Defensive
Q4 2020 Filed on Feb 03, 2021
300
$111.24 - $120.11 $33.4K - $36K
Conyers Pk Ii Acquisition CO
Q4 2020 Filed on Feb 03, 2021
250
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
139
$21.5 - $22.28 $2.99K - $3.1K
UMPQ
Umpqua Holdings Corp

Financial Services
Q3 2020 Filed on Nov 03, 2020
2
$9.87 - $12.05 $19.7 - $24.1
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
60
$11.79 - $17.13 $707 - $1.03K
Rubicon Proj Inc
Q3 2020 Filed on Nov 03, 2020
9,618
N/A
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q3 2020 Filed on Nov 03, 2020
1,027
$56.71 - $65.92 $58.2K - $67.7K
Anthem Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
SSL
Sasol LTD

Basic Materials
Q3 2020 Filed on Nov 03, 2020
35
$7.46 - $9.13 $261 - $320
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q3 2020 Filed on Nov 03, 2020
858
$48.36 - $53.16 $41.5K - $45.6K
Precision Drilling Corp
Q3 2020 Filed on Nov 03, 2020
50
N/A
Nike Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
WPP
Wpp PLC

Communication Services
Q3 2020 Filed on Nov 03, 2020
78
$36.14 - $43.88 $2.82K - $3.42K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q3 2020 Filed on Nov 03, 2020
1
$52.71 - $55.59 $52.7 - $55.6
Hertz Global Hldgs Inc
Q3 2020 Filed on Nov 03, 2020
25
N/A
TUP
Tupperware Brands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
32
$5.58 - $26.75 $179 - $856
PARA
Paramount Global

Communication Services
Q3 2020 Filed on Nov 03, 2020
20
$22.1 - $30.68 $442 - $614
CSM
Proshares Large Cap Core Plus

ETFs
Q3 2020 Filed on Nov 03, 2020
48
$35.55 - $40.72 $1.71K - $1.95K
Delta Air Lines Inc Del
Q3 2020 Filed on Nov 03, 2020
5
N/A
Sysco Corp
Q3 2020 Filed on Nov 03, 2020
1
N/A
Hertz Global Hldgs Inc
Q3 2020 Filed on Nov 03, 2020
5
N/A
Prudential Finl Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
500
$36.78 - $64.79 $18.4K - $32.4K
Jmp Group LLC
Q3 2020 Filed on Nov 03, 2020
427
N/A
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