ULWM
Upper Left Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,882
| Closed | -$392K | – | 58 |
|
|
2023
Q4 | $392K | Sell |
5,882
-22
| -0.4% | -$1.47K | 0.38% | 48 |
|
|
2023
Q3 | $375K | Sell |
5,904
-347
| -6% | -$22K | 0.39% | 46 |
|
|
2023
Q2 | $415K | Sell |
6,251
-107
| -2% | -$7.11K | 0.46% | 43 |
|
|
2023
Q1 | $432K | Sell |
6,358
-138
| -2% | -$9.37K | 0.49% | 41 |
|
|
2022
Q4 | $421K | Buy |
+6,496
| New | +$421K | 0.5% | 41 |
|