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SWM
Sugarloaf Wealth Management’s
Sea Limited
SE
Stock Holding History
Sugarloaf Wealth Management’s Portfolio
SE Stock Details
SE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-200
Closed
-$13K
–
878
2022
Q2
$13K
Hold
200
–
–
﹤0.01%
485
2022
Q1
$24K
Buy
200
+50
+33%
+$7.05K
0.01%
385
2021
Q4
$34K
Sell
150
-20
-12%
-$5.97K
0.01%
354
2021
Q3
$54K
Buy
170
+20
+13%
+$6.14K
0.01%
256
2021
Q2
$41K
Hold
150
–
–
0.01%
304
2021
Q1
$33
Sell
150
-75
-33%
-$17.4K
0.01%
335
2020
Q4
$45K
Buy
225
+100
+80%
+$17.8K
0.02%
263
2020
Q3
$19K
Buy
+125
New
+$16.9K
0.01%
367
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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