ULWM
Upper Left Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
38,383
+9,214
| +32% | +$252K | 0.7% | 34 |
|
|
2025
Q1 | $714K | Sell |
29,169
-18,941
| -39% | -$464K | 0.51% | 40 |
|
|
2024
Q4 | $1.11M | Sell |
48,110
-692
| -1% | -$15.9K | 0.95% | 32 |
|
|
2024
Q3 | $1.33M | Buy |
48,802
+3,528
| +8% | +$95.8K | 1.16% | 29 |
|
|
2024
Q2 | $1.09M | Buy |
45,274
+2,306
| +5% | +$55.3K | 0.98% | 30 |
|
|
2024
Q1 | $1.12M | Sell |
42,968
-5,380
| -11% | -$140K | 1.04% | 28 |
|
|
2023
Q4 | $1.32M | Buy |
48,348
+34,021
| +237% | +$928K | 1.29% | 24 |
|
|
2023
Q3 | $341K | Buy |
14,327
+1,788
| +14% | +$42.5K | 0.35% | 48 |
|
|
2023
Q2 | $311K | Sell |
12,539
-1,860
| -13% | -$46.1K | 0.35% | 49 |
|
|
2023
Q1 | $378K | Sell |
14,399
-893
| -6% | -$23.5K | 0.43% | 43 |
|
|
2022
Q4 | $409K | Sell |
15,292
-22,143
| -59% | -$593K | 0.48% | 44 |
|
|
2022
Q3 | $922K | Buy |
37,435
+22,448
| +150% | +$553K | 1.2% | 28 |
|
|
2022
Q2 | $423K | Buy |
14,987
+184
| +1% | +$5.19K | 0.49% | 41 |
|
|
2022
Q1 | $511K | Buy |
14,803
+3,015
| +26% | +$104K | 0.53% | 41 |
|
|
2021
Q4 | $420K | Buy |
+11,788
| New | +$420K | 0.42% | 39 |
|