Upper Left Wealth Management, LLC Spdr Euro Stoxx 50 ETF Transaction History

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Euro Stoxx 50 ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 44,863 shares of FEZ stock, worth $2.18 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

44,863

Previous 33,910 32.3%

Holding current value

$2.18 Million

Previous $1.7 Million 40.8%

% of portfolio

2.07%

Previous 1.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$47.72 - $53.81 $522,677 - $589,380	10,953 Added 32.3%	44,863 $2.39 Million
Q2 2024 Jul 25, 2024	BUY	$50.03 - $53.92 $104,362 - $112,477	2,086 Added 6.55%	33,910 $1.7 Million
Q1 2024 Apr 23, 2024	SELL	$45.8 - $52.79 $363,468 - $418,941	-7,936 Reduced 19.96%	31,824 $1.67 Million
Q4 2023 Jan 23, 2024	BUY	$40.34 - $48.16 $38,766 - $46,281	961 Added 2.48%	39,760 $1.9 Million
Q3 2023 Oct 25, 2023	BUY	$41.45 - $47.23 $82,734 - $94,271	1,996 Added 5.42%	38,799 $1.63 Million
Q2 2023 Jul 25, 2023	BUY	$44.04 - $46.71 $24,574 - $26,064	558 Added 1.54%	36,803 $1.69 Million
Q1 2023 Apr 25, 2023	SELL	$39.27 - $44.9 $5,026 - $5,747	-128 Reduced 0.35%	36,245 $1.63 Million
Q4 2022 Jan 17, 2023	SELL	$30.89 - $40.59 $180,088 - $236,639	-5,830 Reduced 13.81%	36,373 $0
Q3 2022 Nov 01, 2022	SELL	$30.53 - $37.41 $175,120 - $214,583	-5,736 Reduced 11.97%	42,203 $1.33 Million
Q2 2022 Jul 08, 2022	SELL	$34.79 - $41.7 $137,176 - $164,423	-3,943 Reduced 7.6%	47,939 $1.67 Million
Q1 2022 Apr 18, 2022	BUY	$36.2 - $47.38 $540,828 - $707,857	14,940 Added 40.44%	51,882 $2.16 Million
Q4 2021 Feb 15, 2022	BUY	$44.68 - $49.0 $1.65 Million - $1.81 Million	36,942 New	36,942 $1.74 Million

Others Institutions Holding FEZ

# of Institutions

277

Shares Held

32.1M

Call Options Held

1.39M

Put Options Held

2.78M

View Full List

About SPDR EURO STOXX 50 ETF

Ticker FEZ
Sector ETFs
Industry ETFs

More about FEZ

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Upper Left Wealth Management, LLC Spdr Euro Stoxx 50 ETF Transaction History