ULWM
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Upper Left Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Upper Left Wealth Management’s Portfolio IYY Stock Details IYY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,921
Closed -$215K – 54
2022
Q1 		$215K Sell
1,921
-93
-5% -$10.4K 0.22% 52
2021
Q4 		$238K Buy
+2,014
New +$238K 0.24% 46