Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023

SELL
$24.63 - $27.06 $2.05 Million - $2.26 Million
-83,367 Reduced 90.05%
9,210 $0
Q3 2022

Nov 01, 2022

BUY
$24.62 - $27.11 $319,493 - $351,806
12,977 Added 16.3%
92,577 $1.96 Million
Q2 2022

Jul 08, 2022

SELL
$26.68 - $29.05 $598,912 - $652,114
-22,448 Reduced 22.0%
79,600 $1.84 Million
Q1 2022

Apr 18, 2022

BUY
$28.87 - $30.56 $2.66 Million - $2.81 Million
92,002 Added 915.81%
102,048 $2.64 Million
Q4 2021

Feb 15, 2022

BUY
$30.22 - $31.19 $303,590 - $313,334
10,046 New
10,046 $305,000

Others Institutions Holding BWZ

About SPDR BLOOMBERG SHORT TERM INTE


  • Ticker BWZ
  • Sector ETFs
  • Industry ETFs
More about BWZ
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.