Upper Left Wealth Management, LLC Spdr Index Shs Fund Spdr S&P C Transaction History

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Index Shs Fund Spdr S&P C stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 3,747 shares of GXC stock, worth $292,865. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,747
Holding current value
$292,865
% of portfolio
0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$64.93 - $82.12 $243,292 - $307,703
3,747 New
3,747 $307,000
Q4 2023

Jan 23, 2024
BUY
$65.22 - $73.54 $228,661 - $257,831
3,506 New
3,506 $238,000
Q3 2022

Nov 01, 2022
SELL
$70.79 - $92.14 $39,854 - $51,874
-563 Reduced 7.18%
7,281 $518,000
Q2 2022

Jul 08, 2022
BUY
$76.67 - $93.5 $100,744 - $122,859
1,314 Added 20.12%
7,844 $720,000
Q1 2022

Apr 18, 2022
BUY
$75.92 - $107.35 $495,757 - $700,995
6,530 New
6,530 $595,000

Others Institutions Holding GXC

# of Institutions
84
Shares Held
1.78M
Call Options Held
5.4K
Put Options Held
4.6K
View Full List

About SPDR INDEX SHS FUND SPDR S&P C

GXC Quotes by TradingView
  • Ticker GXC
  • Sector ETFs
  • Industry ETFs
More about GXC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email