ULWM
Upper Left Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
159,258
-432
| -0.3% | -$11K | 2.69% | 18 |
|
|
2025
Q1 | $3.81M | Buy |
159,690
+53,427
| +50% | +$1.27M | 2.73% | 16 |
|
|
2024
Q4 | $2.46M | Buy |
106,263
+2,723
| +3% | +$62.9K | 2.1% | 19 |
|
|
2024
Q3 | $2.56M | Sell |
103,540
-49,221
| -32% | -$1.22M | 2.24% | 18 |
|
|
2024
Q2 | $3.63M | Sell |
152,761
-5,087
| -3% | -$121K | 3.28% | 13 |
|
|
2024
Q1 | $3.87M | Sell |
157,848
-2,266
| -1% | -$55.5K | 3.59% | 10 |
|
|
2023
Q4 | $4.06M | Buy |
160,114
+401
| +0.3% | +$10.2K | 3.98% | 8 |
|
|
2023
Q3 | $3.81M | Buy |
159,713
+19,347
| +14% | +$462K | 3.97% | 7 |
|
|
2023
Q2 | $3.59M | Buy |
140,366
+1,382
| +1% | +$35.3K | 3.99% | 7 |
|
|
2023
Q1 | $3.51M | Sell |
138,984
-3,542
| -2% | -$89.4K | 3.99% | 8 |
|
|
2022
Q4 | $3.45M | Buy |
142,526
+18,128
| +15% | +$439K | 4.08% | 7 |
|
|
2022
Q3 | $2.87M | Sell |
124,398
-24,868
| -17% | -$575K | 3.73% | 9 |
|
|
2022
Q2 | $3.65M | Buy |
149,266
+4,591
| +3% | +$112K | 4.23% | 9 |
|
|
2022
Q1 | $3.9M | Sell |
144,675
-4,948
| -3% | -$133K | 4.04% | 11 |
|
|
2021
Q4 | $4.28M | Buy |
+149,623
| New | +$4.28M | 4.27% | 8 |
|