Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q3 2020 Filed on Nov 03, 2020
100
$52.64 - $63.64 $5.26K - $6.36K
Vroom Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
United Parcel Service Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
Schrodinger Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
Ishares Tr
Q3 2020 Filed on Nov 03, 2020
5
N/A
Delta Air Lines Inc Del
Q3 2020 Filed on Nov 03, 2020
1
N/A
Advanced Micro Devices Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
Adaptive Biotechnologies Cor
Q3 2020 Filed on Nov 03, 2020
1
N/A
Wells Fargo CO New
Q3 2020 Filed on Nov 03, 2020
5
N/A
General Electric CO
Q3 2020 Filed on Nov 03, 2020
5
N/A
WRAP
Wrap Technologies, Inc.

Technology
Q3 2020 Filed on Nov 03, 2020
357
$6.07 - $13.35 $2.17K - $4.77K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q3 2020 Filed on Nov 03, 2020
934
$20.39 - $22.23 $19K - $20.8K
Iberiabank Corp
Q3 2020 Filed on Nov 03, 2020
38
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q3 2020 Filed on Nov 03, 2020
64
$13.3 - $15.5 $851 - $992
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q3 2020 Filed on Nov 03, 2020
100
$35.79 - $48.81 $3.58K - $4.88K
Logmein Inc
Q3 2020 Filed on Nov 03, 2020
6
N/A
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
Carnival Corp
Q2 2020 Filed on Jul 21, 2020
8
N/A
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
QDEF
Flexshares Quality Div Defensi

ETFs
Q2 2020 Filed on Jul 21, 2020
1,955
$34.9 - $44.68 $68.2K - $87.3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2020 Filed on Jul 21, 2020
100
$70.24 - $97.87 $7.02K - $9.79K
FTCS
First Trust Capital Strength E

ETFs
Q2 2020 Filed on Jul 21, 2020
1,040
$47.78 - $59.86 $49.7K - $62.3K
Berkshire Hathaway Inc Del
Q2 2020 Filed on Jul 21, 2020
1
N/A
Global X Fds
Q2 2020 Filed on Jul 21, 2020
559
N/A
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
Boeing CO
Q2 2020 Filed on Jul 21, 2020
1
N/A
Carnival Corp
Q2 2020 Filed on Jul 21, 2020
0
N/A
Carolina Finl Corp New
Q2 2020 Filed on Jul 21, 2020
2,462
N/A
AYX
Alteryx, Inc.

Technology
Q2 2020 Filed on Jul 21, 2020
150
$81.74 - $166.64 $12.3K - $25K
Celsion Corporation
Q2 2020 Filed on Jul 21, 2020
500
N/A
Frontier Communications Corp
Q2 2020 Filed on Jul 21, 2020
50
N/A
Tech Data Corp
Q2 2020 Filed on Jul 21, 2020
1
N/A
Carnival Corp
Q2 2020 Filed on Jul 21, 2020
0
N/A
AAME
Atlantic American Corp

Financial Services
Q2 2020 Filed on Jul 21, 2020
2,519
$1.61 - $2.77 $4.06K - $6.98K
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
Allergan PLC
Q2 2020 Filed on Jul 21, 2020
565
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 21, 2020
1,077
N/A
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q2 2020 Filed on Jul 21, 2020
1,564
$12.08 - $16.36 $18.9K - $25.6K
IQ
I Qiyi, Inc.

Communication Services
Q2 2020 Filed on Jul 21, 2020
300
$15.5 - $24.82 $4.65K - $7.45K
Tallgrass Energy LP
Q2 2020 Filed on Jul 21, 2020
100
N/A
Teladoc Health Inc
Q2 2020 Filed on Jul 21, 2020
0
N/A
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2020 Filed on Jul 21, 2020
663
$3.02 - $4.82 $2K - $3.2K
Telaria Inc
Q2 2020 Filed on Jul 21, 2020
1,000
N/A
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2020 Filed on Jul 21, 2020
40
$29.18 - $49.58 $1.17K - $1.98K
KEX
Kirby Corp

Industrials
Q2 2020 Filed on Jul 21, 2020
48
$40.07 - $61.99 $1.92K - $2.98K
Stemline Therapeutics Inc
Q2 2020 Filed on Jul 21, 2020
300
N/A
LAMR
Lamar Advertising CO

Real Estate
Q2 2020 Filed on Jul 21, 2020
151
$38.07 - $76.58 $5.75K - $11.6K
Spdr Series Trust
Q2 2020 Filed on Jul 21, 2020
3,862
N/A
LSI
Life Storage, Inc.

Real Estate
Q2 2020 Filed on Jul 21, 2020
120
$55.79 - $69.57 $6.69K - $8.35K
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