SWM
ORG

Sugarloaf Wealth Management’s The Organics ETF ORG Stock Holding History

Sugarloaf Wealth Management’s Portfolio ORG Stock Details ORG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-53
Closed -$1K – 767
2019
Q4 		$1K Buy
+53
New +$1.27K ﹤0.01% 690

Sugarloaf Wealth Management's ORG Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of The Organics ETF (ORG) in Q1 2020, closing a stake of 53 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in ORG in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 0 funds tracked by Wall St. Rank hold ORG as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining The Organics ETF position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 53 The Organics ETF shares in Q1 2020, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in The Organics ETF in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's The Organics ETF position peaked at $1K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held The Organics ETF as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.