Upper Left Wealth Management, LLC Spdr Bloomberg International T Transaction History

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Bloomberg International T stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 128,874 shares of BWX stock, worth $2.8 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
128,874
Previous 161,306 20.11%
Holding current value
$2.8 Million
Previous $3.46 Million 12.91%
% of portfolio
2.61%
Previous 3.17%

Shares

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

Nov 13, 2024
SELL
$21.34 - $23.47 $692,098 - $761,179
-32,432 Reduced 20.11%
128,874 $3.01 Million
Q2 2024

Jul 25, 2024
SELL
$21.4 - $22.23 $145,605 - $151,252
-6,804 Reduced 4.05%
161,306 $3.46 Million
Q1 2024

Apr 23, 2024
BUY
$21.9 - $22.96 $1.79 Million - $1.87 Million
81,563 Added 94.24%
168,110 $3.74 Million
Q4 2023

Jan 23, 2024
SELL
$20.86 - $23.35 $63,581 - $71,170
-3,048 Reduced 3.4%
86,547 $2.01 Million
Q3 2023

Oct 25, 2023
BUY
$21.12 - $23.19 $65,450 - $71,865
3,099 Added 3.58%
89,595 $1.9 Million
Q2 2023

Jul 25, 2023
SELL
$22.22 - $23.24 $25,064 - $26,214
-1,128 Reduced 1.29%
86,496 $1.95 Million
Q1 2023

Apr 25, 2023
SELL
$21.92 - $23.65 $61,858 - $66,740
-2,822 Reduced 3.12%
87,624 $2.03 Million
Q4 2022

Jan 17, 2023
BUY
$20.39 - $22.96 $1.66 Million - $1.87 Million
81,398 Added 899.62%
90,446 $0
Q3 2022

Nov 01, 2022
SELL
$20.48 - $23.82 $12,574 - $14,625
-614 Reduced 6.35%
9,048 $227,000
Q2 2022

Jul 08, 2022
SELL
$22.55 - $25.97 $18,175 - $20,931
-806 Reduced 7.7%
9,662 $260,000
Q1 2022

Apr 18, 2022
SELL
$25.82 - $28.22 $3.6 Million - $3.94 Million
-139,538 Reduced 93.02%
10,468 $304,000
Q4 2021

Feb 15, 2022
BUY
$27.94 - $28.89 $4.19 Million - $4.33 Million
150,006 New
150,006 $4.24 Million

Others Institutions Holding BWX

# of Institutions
136
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG INTERNATIONAL T

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