ULWM
Upper Left Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
2,802
+665
| +31% | +$411K | 1.15% | 29 |
|
|
2025
Q1 | $1.2M | Sell |
2,137
-322
| -13% | -$180K | 0.86% | 31 |
|
|
2024
Q4 | $1.44M | Sell |
2,459
-21
| -0.8% | -$12.3K | 1.23% | 27 |
|
|
2024
Q3 | $1.4M | Sell |
2,480
-65
| -3% | -$36.6K | 1.22% | 27 |
|
|
2024
Q2 | $1.39M | Buy |
2,545
+11
| +0.4% | +$5.99K | 1.25% | 25 |
|
|
2024
Q1 | $1.33M | Sell |
2,534
-179
| -7% | -$93.6K | 1.23% | 24 |
|
|
2023
Q4 | $1.29M | Sell |
2,713
-267
| -9% | -$127K | 1.26% | 26 |
|
|
2023
Q3 | $1.27M | Sell |
2,980
-3,508
| -54% | -$1.5M | 1.33% | 23 |
|
|
2023
Q2 | $2.88M | Sell |
6,488
-135
| -2% | -$59.8K | 3.2% | 13 |
|
|
2023
Q1 | $2.71M | Sell |
6,623
-125
| -2% | -$51.2K | 3.08% | 14 |
|
|
2022
Q4 | $2.58M | Sell |
6,748
-42,836
| -86% | -$16.4M | 3.05% | 13 |
|
|
2022
Q3 | $2.13M | Buy |
49,584
+840
| +2% | +$36.1K | 2.77% | 16 |
|
|
2022
Q2 | $2.16M | Sell |
48,744
-4,396
| -8% | -$195K | 2.5% | 15 |
|
|
2022
Q1 | $2.83M | Buy |
53,140
+44,180
| +493% | +$2.35M | 2.93% | 15 |
|
|
2021
Q4 | $4.27M | Buy |
+8,960
| New | +$4.27M | 4.26% | 9 |
|