SWM
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Sugarloaf Wealth Management’s Wolfspeed WOLF Stock Holding History

Sugarloaf Wealth Management’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-150
Closed -$6.53K – 714
2023
Q4 		$6.53K Hold
150
– – ﹤0.01% 526
2023
Q3 		$5.71K Hold
150
– – ﹤0.01% 522
2023
Q2 		$8.34K Hold
150
– – ﹤0.01% 494
2023
Q1 		$9.74K Sell
150
-10
-6% -$731 ﹤0.01% 480
2022
Q4 		$11K Sell
160
-157
-50% -$13.9K ﹤0.01% 482
2022
Q3 		$33K Hold
317
– – 0.01% 352
2022
Q2 		$20K Buy
+317
New +$26.4K 0.01% 415
2021
Q4 		– Sell
-317
Closed -$26K – 786
2021
Q3 		$26K Sell
317
-579
-65% -$51.4K 0.01% 376
2021
Q2 		$88K Hold
896
– – 0.02% 205
2021
Q1 		$97 Hold
896
– – 0.03% 188
2020
Q4 		$95K Hold
896
– – 0.03% 184
2020
Q3 		$57K Sell
896
-25
-3% -$1.62K 0.02% 221
2020
Q2 		$55K Hold
921
– – 0.02% 223
2020
Q1 		$33K Hold
921
– – 0.01% 272
2019
Q4 		$43K Buy
+921
New +$43K 0.02% 268

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