ULWM
Upper Left Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
9,708
+748
| +8% | +$44.5K | 0.39% | 45 |
|
|
2025
Q1 | $477K | Sell |
8,960
-1,641
| -15% | -$87.4K | 0.34% | 50 |
|
|
2024
Q4 | $500K | Buy |
10,601
+2,694
| +34% | +$127K | 0.43% | 46 |
|
|
2024
Q3 | $406K | Buy |
7,907
+1,696
| +27% | +$87.1K | 0.36% | 48 |
|
|
2024
Q2 | $303K | Sell |
6,211
-124
| -2% | -$6.05K | 0.27% | 51 |
|
|
2024
Q1 | $323K | Sell |
6,335
-1,525
| -19% | -$77.9K | 0.3% | 48 |
|
|
2023
Q4 | $373K | Buy |
7,860
+124
| +2% | +$5.88K | 0.37% | 51 |
|
|
2023
Q3 | $327K | Buy |
7,736
+114
| +1% | +$4.82K | 0.34% | 49 |
|
|
2023
Q2 | $349K | Sell |
7,622
-87
| -1% | -$3.99K | 0.39% | 46 |
|
|
2023
Q1 | $348K | Sell |
7,709
-170
| -2% | -$7.66K | 0.39% | 44 |
|
|
2022
Q4 | $311K | Buy |
7,879
+400
| +5% | +$15.8K | 0.37% | 47 |
|
|
2022
Q3 | $245K | Sell |
7,479
-2,072
| -22% | -$67.9K | 0.32% | 48 |
|
|
2022
Q2 | $347K | Buy |
9,551
+3,563
| +60% | +$129K | 0.4% | 44 |
|
|
2022
Q1 | $261K | Buy |
5,988
+466
| +8% | +$20.3K | 0.27% | 48 |
|
|
2021
Q4 | $274K | Buy |
+5,522
| New | +$274K | 0.27% | 45 |
|