ULWM
Upper Left Wealth Management’s SPDR S&P China ETF GXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,747
| Closed | -$252K | – | 59 |
|
|
2024
Q3 | $252K | Buy |
+3,747
| New | +$252K | 0.22% | 56 |
|
|
2024
Q1 | – | Sell |
-3,506
| Closed | -$239K | – | 61 |
|
|
2023
Q4 | $239K | Buy |
+3,506
| New | +$239K | 0.23% | 60 |
|
|
2022
Q4 | – | Sell |
-7,281
| Closed | -$518K | – | 55 |
|
|
2022
Q3 | $518K | Sell |
7,281
-563
| -7% | -$40.1K | 0.67% | 37 |
|
|
2022
Q2 | $720K | Buy |
7,844
+1,314
| +20% | +$121K | 0.83% | 32 |
|
|
2022
Q1 | $595K | Buy |
+6,530
| New | +$595K | 0.62% | 37 |
|