ULWM
Upper Left Wealth Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,372
| Closed | -$422K | – | 65 |
|
|
2025
Q1 | $422K | Sell |
21,372
-2,710
| -11% | -$53.5K | 0.3% | 52 |
|
|
2024
Q4 | $465K | Buy |
24,082
+7,006
| +41% | +$135K | 0.4% | 49 |
|
|
2024
Q3 | $379K | Sell |
17,076
-903
| -5% | -$20K | 0.33% | 50 |
|
|
2024
Q2 | $356K | Buy |
17,979
+4,917
| +38% | +$97.4K | 0.32% | 48 |
|
|
2024
Q1 | $278K | Sell |
13,062
-1,470
| -10% | -$31.3K | 0.26% | 54 |
|
|
2023
Q4 | $316K | Sell |
14,532
-51,667
| -78% | -$1.12M | 0.31% | 55 |
|
|
2023
Q3 | $1.26M | Sell |
66,199
-456
| -0.7% | -$8.65K | 1.31% | 24 |
|
|
2023
Q2 | $1.32M | Buy |
66,655
+5,528
| +9% | +$110K | 1.47% | 23 |
|
|
2023
Q1 | $1.27M | Sell |
61,127
-5,530
| -8% | -$115K | 1.44% | 22 |
|
|
2022
Q4 | $1.4M | Buy |
66,657
+34,850
| +110% | +$734K | 1.66% | 22 |
|
|
2022
Q3 | $615K | Buy |
31,807
+3,911
| +14% | +$75.6K | 0.8% | 35 |
|
|
2022
Q2 | $626K | Buy |
27,896
+417
| +2% | +$9.36K | 0.72% | 35 |
|
|
2022
Q1 | $758K | Sell |
27,479
-610
| -2% | -$16.8K | 0.79% | 33 |
|
|
2021
Q4 | $801K | Buy |
+28,089
| New | +$801K | 0.8% | 29 |
|