Upper Left Wealth Management, LLC Spdr Dow Jones International R Transaction History

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Dow Jones International R stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 48,802 shares of RWX stock, worth $1.13 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
48,802
Previous 45,274 7.79%
Holding current value
$1.13 Million
Previous $1.09 Million 23.85%
% of portfolio
1.17%
Previous 1.0%

Shares

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

Nov 13, 2024
BUY
$23.88 - $28.19 $84,248 - $99,454
3,528 Added 7.79%
48,802 $1.35 Million
Q2 2024

Jul 25, 2024
BUY
$23.94 - $25.98 $55,205 - $59,909
2,306 Added 5.37%
45,274 $1.09 Million
Q1 2024

Apr 23, 2024
SELL
$24.81 - $26.9 $133,477 - $144,722
-5,380 Reduced 11.13%
42,968 $1.12 Million
Q4 2023

Jan 23, 2024
BUY
$22.6 - $27.29 $768,874 - $928,433
34,021 Added 237.46%
48,348 $1.32 Million
Q3 2023

Oct 25, 2023
BUY
$23.54 - $26.55 $42,089 - $47,471
1,788 Added 14.26%
14,327 $340,000
Q2 2023

Jul 25, 2023
SELL
$24.43 - $27.38 $45,439 - $50,926
-1,860 Reduced 12.92%
12,539 $310,000
Q1 2023

Apr 25, 2023
SELL
$25.57 - $29.21 $22,834 - $26,084
-893 Reduced 5.84%
14,399 $378,000
Q4 2022

Jan 17, 2023
SELL
$23.16 - $27.7 $512,831 - $613,361
-22,143 Reduced 59.15%
15,292 $0
Q3 2022

Nov 01, 2022
BUY
$23.44 - $30.29 $526,181 - $679,949
22,448 Added 149.78%
37,435 $922,000
Q2 2022

Jul 08, 2022
BUY
$28.22 - $34.54 $5,192 - $6,355
184 Added 1.24%
14,987 $423,000
Q1 2022

Apr 18, 2022
BUY
$31.71 - $35.64 $95,605 - $107,454
3,015 Added 25.58%
14,803 $511,000
Q4 2021

Feb 15, 2022
BUY
$34.44 - $37.33 $405,978 - $440,046
11,788 New
11,788 $420,000

Others Institutions Holding RWX

# of Institutions
145
Shares Held
6.46M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES INTERNATIONAL R

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