Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 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 13,403 shares of FXI stock, worth $429,432. This represents 0.32% of its overall portfolio holdings.

Number of Shares
13,403
Previous 13,240 1.23%
Holding current value
$429,432
Previous $318,000 9.43%
% of portfolio
0.32%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
367
Shares Held
194M
Call Options Held
138M
Put Options Held
98M
View Full List

About ISHARES TR

FXI Quotes by TradingView
  • Ticker FXI
  • Sector ETFs
  • Industry ETFs
More about FXI
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email