ULWM
Upper Left Wealth Management’s SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
26,192
-832
| -3% | -$17.8K | 0.37% | 46 |
|
|
2025
Q1 | $542K | Buy |
27,024
+1,687
| +7% | +$33.9K | 0.39% | 45 |
|
|
2024
Q4 | $495K | Buy |
25,337
+694
| +3% | +$13.6K | 0.42% | 47 |
|
|
2024
Q3 | $511K | Sell |
24,643
-10,571
| -30% | -$219K | 0.45% | 44 |
|
|
2024
Q2 | $700K | Buy |
35,214
+3,128
| +10% | +$62.2K | 0.63% | 40 |
|
|
2024
Q1 | $658K | Buy |
32,086
+3,717
| +13% | +$76.2K | 0.61% | 39 |
|
|
2023
Q4 | $603K | Buy |
28,369
+7,407
| +35% | +$157K | 0.59% | 41 |
|
|
2023
Q3 | $416K | Sell |
20,962
-98
| -0.5% | -$1.94K | 0.43% | 42 |
|
|
2023
Q2 | $446K | Sell |
21,060
-1,336
| -6% | -$28.3K | 0.5% | 41 |
|
|
2023
Q1 | $475K | Sell |
22,396
-259
| -1% | -$5.5K | 0.54% | 39 |
|
|
2022
Q4 | $466K | Sell |
22,655
-22,353
| -50% | -$460K | 0.55% | 38 |
|
|
2022
Q3 | $865K | Sell |
45,008
-452
| -1% | -$8.69K | 1.12% | 31 |
|
|
2022
Q2 | $930K | Buy |
45,460
+564
| +1% | +$11.5K | 1.08% | 28 |
|
|
2022
Q1 | $1.02M | Buy |
44,896
+13,016
| +41% | +$295K | 1.05% | 28 |
|
|
2021
Q4 | $779K | Buy |
+31,880
| New | +$779K | 0.78% | 30 |
|