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  Name: Upper Left Wealth Management LLC
  City: Chicago
  State: IL
  Zip: 60654
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $107,884,000
  Total Value Change : $5,826,000
  Securities Held Change : -4
   
All Securities Held : 57
  New Positions : 4
  Closed Positions : 8
  Increased Positions : 13
  Unchanged Positions : 1
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAXJ)1 Year Chart         AAXJ Ishares Msci All Country As... 62 Closed $72.84 $0 0 0% -392,000 -5,882 0    Closed - End Fund - Debt
   (COMB)1 Year Chart         COMB Graiteshares Bloomberg Comm... 61 Closed $0.00 $0 0 0% -849,000 -43,697 0    N/A
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 60 Closed $0.00 $0 0 0% -302,000 -3,016 0    N/A
   (LEMB)1 Year Chart         LEMB Ishares Emerging Markets Lo... 59 Closed $35.43 $0 0 0% -220,000 -5,997 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 65 Closed $351.38 $0 0 0% -495,000 -1,593 0    Closed - End Fund - E...
   (EEMA)1 Year Chart         EEMA Ishares Msci Emerging Marke... 58 Closed $73.01 $0 0 0% -378,000 -5,722 0    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 64 Closed $86.66 $0 0 0% -1,675,000 -22,310 0    Closed - End Fund - E...
   (GXC)1 Year Chart         GXC Strk Spdr S&P Ch Etf 63 Closed $75.20 $0 0 0% -239,000 -3,506 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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