Upper Left Wealth Management, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Upper Left Wealth Management, LLC

  • $106 Million
  • Q1 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Abrdn Etfs Abrdn Bloomberg All stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 239,660 shares of BCI stock, worth $4.9 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares
239,660
Previous 166,834 43.65%
Holding current value
$4.9 Million
Previous $3.23 Million 46.73%
% of portfolio
4.47%
Previous 3.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$18.87 - $19.79 $1.37 Million - $1.44 Million
72,826 Added 43.65%
239,660 $4.74 Million
Q4 2023

Jan 23, 2024
SELL
$19.36 - $21.52 $785,396 - $873,023
-40,568 Reduced 19.56%
166,834 $3.23 Million
Q3 2023

Oct 25, 2023
BUY
$20.23 - $21.64 $2.29 Million - $2.45 Million
113,090 Added 119.91%
207,402 $4.38 Million
Q2 2023

Jul 25, 2023
BUY
$19.4 - $21.42 $1.83 Million - $2.02 Million
94,312 New
94,312 $1.9 Million

Others Institutions Holding BCI

# of Institutions
121
Shares Held
36.8M
Call Options Held
0
Put Options Held
0
View Full List

About ABRDN ETFS ABRDN BLOOMBERG ALL

BCI Quotes by TradingView
  • Ticker BCI
  • Sector ETFs
  • Industry ETFs
More about BCI
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