Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Upper Left Wealth Management, LLC

$106 Million
Q1 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 34,949 shares of GWX stock, worth $1.11 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

34,949

Previous 35,633 1.92%

Holding current value

$1.11 Million

Previous $1.13 Million 0.35%

% of portfolio

1.07%

Previous 1.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$30.16 - $32.57 $20,629 - $22,277	-684 Reduced 1.92%	34,949 $1.14 Million
Q4 2023 Jan 23, 2024	BUY	$27.19 - $31.79 $30,561 - $35,731	1,124 Added 3.26%	35,633 $1.13 Million
Q3 2023 Oct 25, 2023	SELL	$29.06 - $31.84 $34,581 - $37,889	-1,190 Reduced 3.33%	34,509 $1.01 Million
Q2 2023 Jul 25, 2023	SELL	$29.92 - $31.69 $6,971 - $7,383	-233 Reduced 0.65%	35,699 $1.09 Million
Q1 2023 Apr 25, 2023	SELL	$29.24 - $32.3 $31,813 - $35,142	-1,088 Reduced 2.94%	35,932 $1.11 Million

Q4 2022 Jan 17, 2023	BUY	$26.89 - $30.49 $83,466 - $94,640	3,104 Added 9.15%	37,020 $0
Q3 2022 Nov 01, 2022	SELL	N/A	-16,861 Reduced 33.21%	33,916 $901,000
Q2 2022 Jul 08, 2022	BUY	N/A	14,845 Added 41.31%	50,777 $1.47 Million
Q1 2022 Apr 18, 2022	BUY	N/A	1,133 Added 3.26%	35,932 $1.27 Million
Q4 2021 Feb 15, 2022	BUY	N/A	34,799 New	34,799 $1.32 Million

Others Institutions Holding GWX

# of Institutions

220

Shares Held

14M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FD SPDR S&P INT

Ticker GWX
Sector ETFs
Industry ETFs

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Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History