ULWM
Upper Left Wealth Management’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,040
| Closed | -$1.3M | – | 64 |
|
|
2024
Q4 | $1.3M | Sell |
36,040
-5,124
| -12% | -$185K | 1.12% | 31 |
|
|
2024
Q3 | $1.64M | Sell |
41,164
-73,373
| -64% | -$2.92M | 1.43% | 24 |
|
|
2024
Q2 | $4.41M | Buy |
114,537
+4,779
| +4% | +$184K | 3.99% | 5 |
|
|
2024
Q1 | $4.39M | Buy |
109,758
+9,163
| +9% | +$366K | 4.07% | 5 |
|
|
2023
Q4 | $4.22M | Buy |
100,595
+2,764
| +3% | +$116K | 4.13% | 5 |
|
|
2023
Q3 | $3.81M | Buy |
97,831
+1,701
| +2% | +$66.2K | 3.96% | 8 |
|
|
2023
Q2 | $4.01M | Buy |
96,130
+392
| +0.4% | +$16.4K | 4.46% | 3 |
|
|
2023
Q1 | $4.14M | Sell |
95,738
-2,595
| -3% | -$112K | 4.7% | 4 |
|
|
2022
Q4 | $4.05M | Buy |
98,333
+44,490
| +83% | +$1.83M | 4.79% | 3 |
|
|
2022
Q3 | $2.16M | Sell |
53,843
-35,734
| -40% | -$1.44M | 2.81% | 14 |
|
|
2022
Q2 | $4.05M | Buy |
89,577
+1,481
| +2% | +$67K | 4.69% | 5 |
|
|
2022
Q1 | $4.7M | Buy |
88,096
+3,836
| +5% | +$205K | 4.87% | 4 |
|
|
2021
Q4 | $4.53M | Buy |
+84,260
| New | +$4.53M | 4.53% | 7 |
|