UPPER LEFT WEALTH MANAGEMENT, LLC – iShares Core S&P Small-Cap ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$343,000
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -28.70% | -1.54K shares | -153K | $87.19 | 3.82K |
| Q2 2022 | share | Increase | +39.60% | 1.52K shares | 77K | $92.41 | 5.36K |
| Q1 2022 | share | Decrease | -6.85% | -283 shares | -59K | $107.88 | 3.84K |
| Q4 2021 | share | Increase | 0.00% | 4.12K shares | 478K | $114.65 | 4.12K |