UPPER LEFT WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$907,000
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.99% | 95 shares | 5K | $358.65 | 2.47K |
| Q2 2022 | share | Increase | +8.29% | 182 shares | -97K | $379.15 | 2.37K |
| Q1 2022 | share | Decrease | -7.07% | -167 shares | -131K | $453.69 | 2.19K |
| Q4 2021 | share | Increase | 0.00% | 2.36K shares | 1.13M | $478.18 | 2.36K |