Upper Left Wealth Management, LLC Purchases and Sells in Q3 2024

Upper Left Wealth Management, LLC

23 operations

Stock	Shares change	Price Range	Shares Held
IAU	17.3K + 8.2%	$44.06 - $50.5 $762K - $874K	228K $11.4M
VWO	21.2K + 65.58%	$41.9 - $48.26 $888K - $1.02M	53.5K $2.56M
SCHA	14.9K + 18.8%	$46.9 - $51.96 $698K - $773K	94K $4.84M
GLDM	12.1K + 16.59%	$46.2 - $53.01 $558K - $640K	84.8K $4.42M
VNQI	9.09K + 9.13%	$40.45 - $47.24 $368K - $429K	109K $5.09M
SCHC	18.3K + 22.56%	$34.48 - $38.87 $631K - $712K	99.5K $3.83M

4 operations

Stock	Shares change	Price Range	Shares Held
IAGG	40.8K New	$49.77 - $51.95 $2.03M - $2.12M	40.8K $2.11M
GXC	3.75K New	$64.93 - $82.12 $243K - $308K	3.75K $307K
PEGA	3K New	$57.07 - $73.36 $171K - $220K	3K $219K
FIDELITY WISE ORIGIN BITCOIN	7.6K New	N/A	7.6K $0

29 operations

Stock	Shares change	Price Range	Shares Held
WIP	-73.4K - 64.06%	$37.78 - $40.34 $2.77M - $2.96M	41.2K $1.66M
BIL	-11.1K - 24.07%	$91.42 - $91.82 $1.02M - $1.02M	35.1K $3.23M
EMLC	-49.2K - 32.22%	$23.58 - $25.5 $1.16M - $1.26M	104K $2.63M
SCHP	-17.7K - 26.56%	$51.58 - $53.79 $911K - $950K	48.8K $2.62M
FXE	-7.97K - 27.12%	$99.07 - $103.41 $790K - $824K	21.4K $2.2M
SCHR	-16.4K - 23.97%	$48.4 - $50.91 $795K - $836K	52.1K $2.64M

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