SWM
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Sugarloaf Wealth Management’s BGC Group BGC Stock Holding History

Sugarloaf Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$1K – 794
2022
Q3 		$1K Hold
200
– – ﹤0.01% 742
2022
Q2 		$1K Hold
200
– – ﹤0.01% 726
2022
Q1 		$1K Hold
200
– – ﹤0.01% 667
2021
Q4 		$1K Hold
200
– – ﹤0.01% 701
2021
Q3 		$1K Hold
200
– – ﹤0.01% 710
2021
Q2 		$1K Hold
200
– – ﹤0.01% 705
2021
Q1 		$1 Hold
200
– – ﹤0.01% 697
2020
Q4 		$1K Hold
200
– – ﹤0.01% 664
2020
Q3 		$0 Hold
200
– – ﹤0.01% 673
2020
Q2 		$0 Hold
200
– – ﹤0.01% 677
2020
Q1 		$1K Hold
200
– – ﹤0.01% 633
2019
Q4 		$1K Buy
+200
New +$1.13K ﹤0.01% 658

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