ULWM
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Upper Left Wealth Management’s SR Bancorp SRBK Stock Holding History

Upper Left Wealth Management’s Portfolio SRBK Stock Details SRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,000
Closed -$217K – 64
2023
Q3 		$217K Buy
+25,000
New +$217K 0.23% 59