ULWM
Upper Left Wealth Management’s SPDR S&P International Small Cap ETF GWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
30,978
-2,455
| -7% | -$91.3K | 0.77% | 33 |
|
|
2025
Q1 | $1.07M | Sell |
33,433
-593
| -2% | -$19K | 0.77% | 33 |
|
|
2024
Q4 | $1.05M | Sell |
34,026
-57
| -0.2% | -$1.77K | 0.9% | 34 |
|
|
2024
Q3 | $1.13M | Buy |
34,083
+742
| +2% | +$24.7K | 0.99% | 32 |
|
|
2024
Q2 | $1.06M | Sell |
33,341
-1,608
| -5% | -$51K | 0.96% | 31 |
|
|
2024
Q1 | $1.14M | Sell |
34,949
-684
| -2% | -$22.2K | 1.05% | 27 |
|
|
2023
Q4 | $1.13M | Buy |
35,633
+1,124
| +3% | +$35.7K | 1.11% | 28 |
|
|
2023
Q3 | $1.01M | Sell |
34,509
-1,190
| -3% | -$34.7K | 1.05% | 25 |
|
|
2023
Q2 | $1.09M | Sell |
35,699
-233
| -0.6% | -$7.11K | 1.21% | 26 |
|
|
2023
Q1 | $1.11M | Sell |
35,932
-1,088
| -3% | -$33.7K | 1.26% | 24 |
|
|
2022
Q4 | $1.09M | Buy |
37,020
+3,104
| +9% | +$91.3K | 1.29% | 25 |
|
|
2022
Q3 | $901K | Sell |
33,916
-16,861
| -33% | -$448K | 1.17% | 30 |
|
|
2022
Q2 | $1.47M | Buy |
50,777
+14,845
| +41% | +$429K | 1.7% | 21 |
|
|
2022
Q1 | $1.27M | Buy |
35,932
+1,133
| +3% | +$40.1K | 1.32% | 24 |
|
|
2021
Q4 | $1.32M | Buy |
+34,799
| New | +$1.32M | 1.32% | 23 |
|