Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 19, 2021
16,956
N/A
Aon PLC
Q1 2021 Filed on Apr 19, 2021
136
N/A
Allianzgi Dividend Int &Prm
Q1 2021 Filed on Apr 19, 2021
65,374
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
ASIX
Advan Six Inc.

Basic Materials
Q1 2021 Filed on Apr 19, 2021
1
$19.78 - $29.65 $19.8 - $29.7
Allianzgi Artificial Intelli
Q1 2021 Filed on Apr 19, 2021
204
N/A
Allianzgi Diversified Income
Q1 2021 Filed on Apr 19, 2021
1,232
N/A
Alimera Sciences Inc
Q1 2021 Filed on Apr 19, 2021
66
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 19, 2021
3,332
N/A
Duff &Phelps Slt Engy And M
Q1 2021 Filed on Apr 19, 2021
100
N/A
BOXL
Boxlight Corp

Technology
Q1 2021 Filed on Apr 19, 2021
2,238
$1.49 - $3.6 $3.33K - $8.06K
DRQ
Dril Quip Inc

Energy
Q1 2021 Filed on Apr 19, 2021
31
$30.12 - $40.48 $934 - $1.25K
Navistar Intl Corp New
Q1 2021 Filed on Apr 19, 2021
100
N/A
Diffusion Pharmaceuticals In
Q1 2021 Filed on Apr 19, 2021
15,750
N/A
Switchback Energy Acquistn C
Q1 2021 Filed on Apr 19, 2021
194
N/A
CRMD
Cor Medix Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
2,000
$6.84 - $17.58 $13.7K - $35.2K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
1,500
$11.22 - $20.76 $16.8K - $31.1K
Pyxis Tankers Inc
Q1 2021 Filed on Apr 19, 2021
6
N/A
Norwegian Cruise Line Hldg L
Q1 2021 Filed on Apr 19, 2021
20
N/A
Baidu Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Abiomed Inc
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
Ishares Tr
Q4 2020 Filed on Feb 03, 2021
2
N/A
Anthem Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
Fastly Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Bigcommerce Hldgs Inc
Q4 2020 Filed on Feb 03, 2021
2
N/A
Citigroup Inc
Q4 2020 Filed on Feb 03, 2021
1
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
Docusign Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Enphase Energy Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Baidu Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Apple Inc
Q4 2020 Filed on Feb 03, 2021
0
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
Raytheon Technologies Corp
Q4 2020 Filed on Feb 03, 2021
1
N/A
Citigroup Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Abiomed Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 03, 2021
206
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
Delphi Technologies PLC
Q4 2020 Filed on Feb 03, 2021
34
N/A
DNN
Denison Mines Corp.

Energy
Q4 2020 Filed on Feb 03, 2021
5,000
$0.31 - $0.72 $1.55K - $3.6K
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
Heat Biologics Inc
Q4 2020 Filed on Feb 03, 2021
20,250
N/A
GVAL
Cambria Global Value ETF
Q4 2020 Filed on Feb 03, 2021
107
N/A
Bp Midstream Partners LP
Q4 2020 Filed on Feb 03, 2021
111
N/A
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