UPPER LEFT WEALTH MANAGEMENT, LLC – Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
7.22M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.52% | -1.17K shares | -527K | 224.85K | |
| Q2 2022 | share | Increase | 0.00% | 226.02K shares | 7.75M | 226.02K | |
| Q1 2022 | share | Decrease | -100.00% | -248.18K shares | -8.63M | 0 | |
| Q4 2021 | share | Increase | 0.00% | 248.18K shares | 8.63M | 248.18K |