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 |
|