ULWM
Upper Left Wealth Management’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
19,194
-2,198
| -10% | -$89K | 0.52% | 41 |
|
|
2025
Q1 | $779K | Sell |
21,392
-705
| -3% | -$25.7K | 0.56% | 36 |
|
|
2024
Q4 | $754K | Hold |
22,097
| – | – | 0.65% | 39 |
|
|
2024
Q3 | $821K | Sell |
22,097
-451
| -2% | -$16.8K | 0.72% | 38 |
|
|
2024
Q2 | $791K | Buy |
22,548
+2,156
| +11% | +$75.6K | 0.71% | 36 |
|
|
2024
Q1 | $731K | Hold |
20,392
| – | – | 0.68% | 37 |
|
|
2023
Q4 | $694K | Buy |
20,392
+573
| +3% | +$19.5K | 0.68% | 38 |
|
|
2023
Q3 | $615K | Sell |
19,819
-1,517
| -7% | -$47K | 0.64% | 35 |
|
|
2023
Q2 | $694K | Hold |
21,336
| – | – | 0.77% | 33 |
|
|
2023
Q1 | $685K | Sell |
21,336
-2,226
| -9% | -$71.5K | 0.78% | 32 |
|
|
2022
Q4 | $700K | Sell |
23,562
-3,453
| -13% | -$103K | 0.83% | 34 |
|
|
2022
Q3 | $714K | Sell |
27,015
-11,100
| -29% | -$293K | 0.93% | 33 |
|
|
2022
Q2 | $1.1M | Buy |
38,115
+8,530
| +29% | +$246K | 1.27% | 25 |
|
|
2022
Q1 | $1.02M | Buy |
29,585
+2,400
| +9% | +$82.9K | 1.06% | 27 |
|
|
2021
Q4 | $998K | Buy |
+27,185
| New | +$998K | 1% | 25 |
|