Upper Left Wealth Management, LLC Spdr Ser Tr Ftse Intl Govt Inf Transaction History

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Ftse Intl Govt Inf stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 41,164 shares of WIP stock, worth $1.51 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

41,164

Previous 114,537 64.06%

Holding current value

$1.51 Million

Previous $4.41 Million 62.4%

% of portfolio

1.44%

Previous 4.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$37.78 - $40.34 $2.77 Million - $2.96 Million	-73,373 Reduced 64.06%	41,164 $1.66 Million
Q2 2024 Jul 25, 2024	BUY	$38.36 - $40.01 $183,322 - $191,207	4,779 Added 4.35%	114,537 $4.41 Million
Q1 2024 Apr 23, 2024	BUY	$39.64 - $41.29 $363,221 - $378,340	9,163 Added 9.11%	109,758 $4.39 Million
Q4 2023 Jan 23, 2024	BUY	$37.6 - $42.37 $103,926 - $117,110	2,764 Added 2.83%	100,595 $4.22 Million
Q3 2023 Oct 25, 2023	BUY	$38.64 - $42.65 $65,726 - $72,547	1,701 Added 1.77%	97,831 $3.81 Million
Q2 2023 Jul 25, 2023	BUY	$40.57 - $43.22 $15,903 - $16,942	392 Added 0.41%	96,130 $4.01 Million
Q1 2023 Apr 25, 2023	SELL	$40.85 - $43.55 $106,005 - $113,012	-2,595 Reduced 2.64%	95,738 $4.14 Million
Q4 2022 Jan 17, 2023	BUY	$37.24 - $43.4 $1.66 Million - $1.93 Million	44,490 Added 82.63%	98,333 $0
Q3 2022 Nov 01, 2022	SELL	$37.38 - $46.11 $1.34 Million - $1.65 Million	-35,734 Reduced 39.89%	53,843 $2.16 Million
Q2 2022 Jul 08, 2022	BUY	$44.47 - $53.65 $65,860 - $79,455	1,481 Added 1.68%	89,577 $4.05 Million
Q1 2022 Apr 18, 2022	BUY	$52.21 - $54.24 $200,277 - $208,064	3,836 Added 4.55%	88,096 $4.7 Million
Q4 2021 Feb 15, 2022	BUY	$52.99 - $56.35 $4.46 Million - $4.75 Million	84,260 New	84,260 $4.53 Million

Others Institutions Holding WIP

# of Institutions

Shares Held

3.32M

Call Options Held

Put Options Held

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About SPDR SER TR FTSE INTL GOVT INF

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Upper Left Wealth Management, LLC Spdr Ser Tr Ftse Intl Govt Inf Transaction History