UPPER LEFT WEALTH MANAGEMENT, LLC – Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
245,000
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.69% | -2.07K shares | -102K | 7.47K | |
| Q2 2022 | share | Increase | +59.50% | 3.56K shares | 86K | 9.55K | |
| Q1 2022 | share | Increase | +8.44% | 466 shares | -13K | 5.98K | |
| Q4 2021 | share | Increase | 0.00% | 5.52K shares | 274K | 5.52K |