Upper Left Wealth Management, LLC BWX Holdings History
Upper Left Wealth Management, LLC's SPDR Bloomberg International Treasury Bond ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 226,378.00 shares of SPDR Bloomberg International Treasury Bond ETF(BWX), totaling $5.32 Mil. This investment constitutes 3.55% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.35% of the outstanding SPDR Bloomberg International Treasury Bond ETF(BWX) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 5 purchases of BWX, at an average price of $24.22, for a total of 415,249.00 shares. In addition, there have been 9 sales at an average price of $25.88 for 188,871.00 shares. Based on historical transaction data and BWX's current price of $22.87, Upper Left Wealth Management, LLC's estimated gain on his BWX holdings is $7,272.08, reflecting a 0.07% gain to date.
Upper Left Wealth Management, LLC BWX ($22.87) Holding Chart
Upper Left Wealth Management, LLC BWX ($22.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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