Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 8,299 shares of FXI stock, worth $297,436. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,299

Previous 11,763 29.45%

Holding current value

$297,436

Previous $373,000 32.44%

% of portfolio

0.23%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$29.52 - $36.69 $102,257 - $127,094	-3,464 Reduced 29.45%	8,299 $252,000
Q3 2024 Nov 13, 2024	SELL	$24.78 - $32.17 $40,639 - $52,758	-1,640 Reduced 12.24%	11,763 $373,000
Q2 2024 Jul 25, 2024	BUY	$23.65 - $29.33 $3,854 - $4,780	163 Added 1.23%	13,403 $348,000
Q1 2024 Apr 23, 2024	SELL	$21.14 - $24.64 $50,947 - $59,382	-2,410 Reduced 15.4%	13,240 $318,000
Q4 2023 Jan 23, 2024	BUY	$22.91 - $27.21 $137 - $163	6 Added 0.04%	15,650 $376,000
Q3 2023 Oct 25, 2023	BUY	$26.14 - $30.42 $3,110 - $3,619	119 Added 0.77%	15,644 $415,000
Q2 2023 Jul 25, 2023	SELL	$25.97 - $29.49 $20,516 - $23,297	-790 Reduced 4.84%	15,525 $422,000
Q1 2023 Apr 25, 2023	SELL	$27.33 - $33.29 $58,568 - $71,340	-2,143 Reduced 11.61%	16,315 $481,000
Q4 2022 Jan 17, 2023	BUY	$20.95 - $29.12 $386,695 - $537,496	18,458 New	18,458 $0

Others Institutions Holding FXI

# of Institutions

437

Shares Held

234M

Call Options Held

182M

Put Options Held

124M

View Full List

About ISHARES TR

Ticker FXI
Sector ETFs
Industry ETFs

More about FXI

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Upper Left Wealth Management, LLC Ishares Tr Transaction History