UPPER LEFT WEALTH MANAGEMENT, LLC – iShares U.S. Real Estate ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$1.08M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.48%
quarter
iShares U.S. Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.53% | -2.21K shares | -238K | $81.42 | 13.02K |
| Q2 2022 | share | Decrease | -2.53% | -395 shares | -296K | $91.98 | 15.24K |
| Q1 2022 | share | Increase | +5.33% | 791 shares | -107K | $108.22 | 15.63K |
| Q4 2021 | share | Increase | 0.00% | 14.84K shares | 1.72M | $115.95 | 14.84K |