SWM
THCX

Sugarloaf Wealth Management’s AXS Cannabis ETF THCX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-255
Closed -$4.3K 721
2023
Q4
$4.3K Buy
255
+7
+3% +$118 ﹤0.01% 556
2023
Q3
$4.59K Sell
248
-2,237
-90% -$41.4K ﹤0.01% 545
2023
Q2
$4.25K Hold
2,485
﹤0.01% 561
2023
Q1
$5.34K Buy
2,485
+485
+24% +$1.04K ﹤0.01% 542
2022
Q4
$5.18K Sell
2,000
-1
-0% -$3 ﹤0.01% 577
2022
Q3
$6K Buy
2,001
+500
+33% +$1.5K ﹤0.01% 597
2022
Q2
$6K Buy
1,501
+401
+36% +$1.6K ﹤0.01% 584
2022
Q1
$8K Sell
1,100
-1
-0.1% -$7 ﹤0.01% 512
2021
Q4
$9K Hold
1,101
﹤0.01% 525
2021
Q3
$14K Buy
1,101
+101
+10% +$1.28K ﹤0.01% 484
2021
Q2
$17K Buy
1,000
+600
+150% +$10.2K ﹤0.01% 442
2021
Q1
$8 Buy
+400
New +$8 ﹤0.01% 535