UPPER LEFT WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$2.12M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.72% | 840 shares | -32K | $357.18 | 49.58K |
| Q2 2022 | share | Decrease | -8.27% | -4.39K shares | -670K | $377.25 | 48.74K |
| Q1 2022 | share | Increase | +493.08% | 44.18K shares | -1.43M | $451.64 | 53.14K |
| Q4 2021 | share | Increase | 0.00% | 8.96K shares | 4.26M | $476.16 | 8.96K |