Upper Left Wealth Management, LLC BCI Holdings History
Upper Left Wealth Management, LLC's abrdn Bloomberg All Commodity Strategy K-1 Free ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 296,586.00 shares of abrdn Bloomberg All Commodity Strategy K-1 Free ETF(BCI), totaling $6.16 Mil. This investment constitutes 4.11% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.43% of the outstanding abrdn Bloomberg All Commodity Strategy K-1 Free ETF(BCI) stock.
The initial trade took place in 2023Q2. And since then Upper Left Wealth Management, LLC has made 8 purchases of BCI, at an average price of $20.40, for a total of 337,154.00 shares. In addition, there have been 1 sales at an average price of $20.59 for 40,568.00 shares. Based on historical transaction data and BCI's current price of $20.91, Upper Left Wealth Management, LLC's estimated gain on his BCI holdings is $159,143.79, reflecting a 2.31% gain to date.
Upper Left Wealth Management, LLC BCI ($20.91) Holding Chart
Upper Left Wealth Management, LLC BCI ($20.91) 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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