Upper Left Wealth Management, LLC Spdr Dow Jones International R Transaction History

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Dow Jones International R stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 38,383 shares of RWX stock, worth $1.05 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

38,383

Previous 29,169 31.59%

Holding current value

$1.05 Million

Previous $716,000 46.79%

% of portfolio

0.74%

Previous 0.54%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$23.06 - $27.4 $212,474 - $252,463	9,214 Added 31.59%	38,383 $1.05 Million
Q1 2025 Apr 14, 2025	SELL	$22.39 - $24.7 $424,088 - $467,842	-18,941 Reduced 39.37%	29,169 $716,000
Q4 2024 Jan 23, 2025	SELL	$22.73 - $27.57 $15,729 - $19,078	-692 Reduced 1.42%	48,110 $1.11 Million
Q3 2024 Nov 13, 2024	BUY	$23.88 - $28.19 $84,248 - $99,454	3,528 Added 7.79%	48,802 $1.35 Million
Q2 2024 Jul 25, 2024	BUY	$23.94 - $25.98 $55,205 - $59,909	2,306 Added 5.37%	45,274 $1.09 Million
Q1 2024 Apr 23, 2024	SELL	$24.81 - $26.9 $133,477 - $144,722	-5,380 Reduced 11.13%	42,968 $1.12 Million
Q4 2023 Jan 23, 2024	BUY	$22.6 - $27.29 $768,874 - $928,433	34,021 Added 237.46%	48,348 $1.32 Million
Q3 2023 Oct 25, 2023	BUY	$23.54 - $26.55 $42,089 - $47,471	1,788 Added 14.26%	14,327 $340,000
Q2 2023 Jul 25, 2023	SELL	$24.43 - $27.38 $45,439 - $50,926	-1,860 Reduced 12.92%	12,539 $310,000
Q1 2023 Apr 25, 2023	SELL	$25.57 - $29.21 $22,834 - $26,084	-893 Reduced 5.84%	14,399 $378,000
Q4 2022 Jan 17, 2023	SELL	$23.16 - $27.7 $512,831 - $613,361	-22,143 Reduced 59.15%	15,292 $0
Q3 2022 Nov 01, 2022	BUY	$23.44 - $30.29 $526,181 - $679,949	22,448 Added 149.78%	37,435 $922,000
Q2 2022 Jul 08, 2022	BUY	$28.22 - $34.54 $5,192 - $6,355	184 Added 1.24%	14,987 $423,000
Q1 2022 Apr 18, 2022	BUY	$31.71 - $35.64 $95,605 - $107,454	3,015 Added 25.58%	14,803 $511,000
Q4 2021 Feb 15, 2022	BUY	$34.44 - $37.33 $405,978 - $440,046	11,788 New	11,788 $420,000

Others Institutions Holding RWX

# of Institutions

152

Shares Held

9.65M

Call Options Held

Put Options Held

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About SPDR DOW JONES INTERNATIONAL R

Ticker RWX
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Upper Left Wealth Management, LLC Spdr Dow Jones International R Transaction History