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

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

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 48,802 shares of RWX stock, worth $1.09 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
48,802
Previous 45,274 7.79%
Holding current value
$1.09 Million
Previous $1.09 Million 23.85%
% of portfolio
1.17%
Previous 1.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
144
Shares Held
6.46M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES INTERNATIONAL R

RWX Quotes by TradingView
  • Ticker RWX
  • Sector ETFs
  • Industry ETFs
More about RWX
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