SWM
THCX

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

Sugarloaf Wealth Management’s Portfolio THCX Stock Details THCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-255
Closed -$4.3K – 721
2023
Q4 		$4.3K Buy
255
+7
+3% +$116 ﹤0.01% 556
2023
Q3 		$4.59K Sell
248
-1
-0.4% -$19 ﹤0.01% 545
2023
Q2 		$4.25K Hold
249
– – ﹤0.01% 561
2023
Q1 		$5.34K Buy
249
+49
+25% +$1.23K ﹤0.01% 542
2022
Q4 		$5.18K Hold
200
– – ﹤0.01% 577
2022
Q3 		$6K Buy
200
+50
+33% +$1.83K ﹤0.01% 602
2022
Q2 		$6K Buy
150
+40
+36% +$2.1K ﹤0.01% 596
2022
Q1 		$8K Hold
110
– – ﹤0.01% 518
2021
Q4 		$9K Hold
110
– – ﹤0.01% 529
2021
Q3 		$14K Buy
110
+10
+10% +$1.47K ﹤0.01% 489
2021
Q2 		$17K Buy
100
+60
+150% +$10.5K ﹤0.01% 446
2021
Q1 		$8K Buy
+40
New +$7.84K ﹤0.01% 536

Sugarloaf Wealth Management's THCX Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of AXS Cannabis ETF (THCX) in Q1 2024, closing a stake of 255 shares — an estimated $4.3K sold.

Sugarloaf Wealth Management first reported a position in THCX in Q1 2021 and held it in 12 quarters. The position peaked at $17K in Q2 2021. 0 funds tracked by Wall St. Rank hold THCX as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining AXS Cannabis ETF position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 255 AXS Cannabis ETF shares in Q1 2024, an estimated $4.3K.
  • Sugarloaf Wealth Management first reported a position in AXS Cannabis ETF in Q1 2021 and held it in 12 quarters.
  • Sugarloaf Wealth Management's AXS Cannabis ETF position peaked at $17K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held AXS Cannabis ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.