Upper Left Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Upper Left Wealth Management, LLC

  • $142 Million
  • Q2 2025
Number of Shares
8,705
Previous 9,375 7.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
N/A
-670 Reduced 7.15%
8,705 $0
Q1 2025

Apr 14, 2025
BUY
N/A
2,993 Added 46.9%
9,375 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-1,220 Reduced 16.05%
6,382 $0
Q3 2024

Nov 13, 2024
BUY
N/A
7,602 New
7,602 $0
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