Upper Left Wealth Management, LLC Spdr Bloomberg International T Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Bloomberg International T stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 133,298 shares of BWX stock, worth $2.87 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

133,298

Previous 128,874 3.43%

Holding current value

$2.87 Million

Previous $3.01 Million 5.28%

% of portfolio

2.55%

Previous 2.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$21.39 - $23.3 $94,629 - $103,079	4,424 Added 3.43%	133,298 $2.85 Million
Q3 2024 Nov 13, 2024	SELL	$21.34 - $23.47 $692,098 - $761,179	-32,432 Reduced 20.11%	128,874 $3.01 Million
Q2 2024 Jul 25, 2024	SELL	$21.4 - $22.23 $145,605 - $151,252	-6,804 Reduced 4.05%	161,306 $3.46 Million
Q1 2024 Apr 23, 2024	BUY	$21.9 - $22.96 $1.79 Million - $1.87 Million	81,563 Added 94.24%	168,110 $3.74 Million
Q4 2023 Jan 23, 2024	SELL	$20.86 - $23.35 $63,581 - $71,170	-3,048 Reduced 3.4%	86,547 $2.01 Million
Q3 2023 Oct 25, 2023	BUY	$21.12 - $23.19 $65,450 - $71,865	3,099 Added 3.58%	89,595 $1.9 Million
Q2 2023 Jul 25, 2023	SELL	$22.22 - $23.24 $25,064 - $26,214	-1,128 Reduced 1.29%	86,496 $1.95 Million
Q1 2023 Apr 25, 2023	SELL	$21.92 - $23.65 $61,858 - $66,740	-2,822 Reduced 3.12%	87,624 $2.03 Million
Q4 2022 Jan 17, 2023	BUY	$20.39 - $22.96 $1.66 Million - $1.87 Million	81,398 Added 899.62%	90,446 $0
Q3 2022 Nov 01, 2022	SELL	$20.48 - $23.82 $12,574 - $14,625	-614 Reduced 6.35%	9,048 $227,000
Q2 2022 Jul 08, 2022	SELL	$22.55 - $25.97 $18,175 - $20,931	-806 Reduced 7.7%	9,662 $260,000
Q1 2022 Apr 18, 2022	SELL	$25.82 - $28.22 $3.6 Million - $3.94 Million	-139,538 Reduced 93.02%	10,468 $304,000
Q4 2021 Feb 15, 2022	BUY	$27.94 - $28.89 $4.19 Million - $4.33 Million	150,006 New	150,006 $4.24 Million

Others Institutions Holding BWX

# of Institutions

140

Shares Held

30.1M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG INTERNATIONAL T

Ticker BWX
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Upper Left Wealth Management, LLC Spdr Bloomberg International T Transaction History