Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
60
$11.79 - $17.13 $707 - $1.03K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q3 2020 Filed on Nov 03, 2020
100
$52.64 - $63.64 $5.26K - $6.36K
Adaptive Biotechnologies Cor
Q3 2020 Filed on Nov 03, 2020
1
N/A
United Parcel Service Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
Vroom Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
Advanced Micro Devices Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
Delta Air Lines Inc Del
Q3 2020 Filed on Nov 03, 2020
1
N/A
Wells Fargo CO New
Q3 2020 Filed on Nov 03, 2020
5
N/A
Precision Drilling Corp
Q3 2020 Filed on Nov 03, 2020
50
N/A
Hertz Global Hldgs Inc
Q3 2020 Filed on Nov 03, 2020
5
N/A
Nike Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
Prudential Finl Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
CSM
Proshares Large Cap Core Plus

ETFs
Q3 2020 Filed on Nov 03, 2020
48
$35.55 - $40.72 $1.71K - $1.95K
Schrodinger Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
WRAP
Wrap Technologies, Inc.

Technology
Q3 2020 Filed on Nov 03, 2020
357
$6.07 - $13.35 $2.17K - $4.77K
Ishares Tr
Q3 2020 Filed on Nov 03, 2020
5
N/A
Tallgrass Energy LP
Q2 2020 Filed on Jul 21, 2020
100
N/A
Frontier Communications Corp
Q2 2020 Filed on Jul 21, 2020
50
N/A
IYG
Ishares Tr

ETFs
Q2 2020 Filed on Jul 21, 2020
201
$32.09 - $45.18 $6.45K - $9.08K
Allergan PLC
Q2 2020 Filed on Jul 21, 2020
565
N/A
WTRG
Essential Utilities, Inc.

Utilities
Q2 2020 Filed on Jul 21, 2020
189
$38.5 - $46.61 $7.28K - $8.81K
QDEF
Flexshares Quality Div Defensi

ETFs
Q2 2020 Filed on Jul 21, 2020
1,955
$34.9 - $44.68 $68.2K - $87.3K
Indexiq ETF Tr
Q2 2020 Filed on Jul 21, 2020
1,560
N/A
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
Celsion Corporation
Q2 2020 Filed on Jul 21, 2020
500
N/A
Carnival Corp
Q2 2020 Filed on Jul 21, 2020
0
N/A
Carnival Corp
Q2 2020 Filed on Jul 21, 2020
8
N/A
Boeing CO
Q2 2020 Filed on Jul 21, 2020
1
N/A
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
Tech Data Corp
Q2 2020 Filed on Jul 21, 2020
1
N/A
Barclays Bk PLC
Q2 2020 Filed on Jul 21, 2020
1
N/A
Carolina Finl Corp New
Q2 2020 Filed on Jul 21, 2020
2,462
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2020 Filed on Jul 21, 2020
0
$3.56 - $10.82 $0 - $0
AAME
Atlantic American Corp

Financial Services
Q2 2020 Filed on Jul 21, 2020
2,519
$1.61 - $2.77 $4.06K - $6.98K
AYX
Alteryx, Inc.

Technology
Q2 2020 Filed on Jul 21, 2020
150
$81.74 - $166.64 $12.3K - $25K
Alps ETF Tr
Q2 2020 Filed on Jul 21, 2020
1,077
N/A
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2020 Filed on Jul 21, 2020
100
$70.24 - $97.87 $7.02K - $9.79K
Carnival Corp
Q2 2020 Filed on Jul 21, 2020
0
N/A
Anthem Inc
Q2 2020 Filed on Jul 21, 2020
1
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
Berkshire Hathaway Inc Del
Q2 2020 Filed on Jul 21, 2020
1
N/A
United Technologies Corp
Q2 2020 Filed on Jul 21, 2020
1,277
N/A
KEX
Kirby Corp

Industrials
Q2 2020 Filed on Jul 21, 2020
48
$40.07 - $61.99 $1.92K - $2.98K
MDU
Mdu Resources Group Inc

Industrials
Q2 2020 Filed on Jul 21, 2020
485
$19.24 - $24.84 $9.33K - $12K
LAMR
Lamar Advertising CO

Real Estate
Q2 2020 Filed on Jul 21, 2020
151
$38.07 - $76.58 $5.75K - $11.6K
Universal Fst Prods Inc
Q2 2020 Filed on Jul 21, 2020
120
N/A
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