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

Upper Left Wealth Management, LLC

$134 Million
Q1 2025

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 228,057 shares of BWX stock, worth $5.26 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

228,057

Previous 133,298 71.09%

Holding current value

$5.26 Million

Previous $2.85 Million 74.78%

% of portfolio

3.73%

Previous 2.55%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$20.94 - $22.04 $1.98 Million - $2.09 Million	94,759 Added 71.09%	228,057 $4.98 Million
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

141

Shares Held

29.5M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG INTERNATIONAL T

Ticker BWX
Sector ETFs
Industry ETFs

More about BWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

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