SWM
WW

Sugarloaf Wealth Management’s WW International WW Stock Holding History

Sugarloaf Wealth Management’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-101
Closed -$1K – 872
2022
Q3 		$1K Buy
+101
New +$1K ﹤0.01% 803
2020
Q1 		– Sell
-495
Closed -$19K – 762
2019
Q4 		$19K Buy
+495
New +$19K 0.01% 379