UPPER LEFT WEALTH MANAGEMENT, LLC – SPDR Portfolio S&P 500 ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$2.6M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.39% | -568 shares | -299K | $41.99 | 7.11K |
| Q2 2022 | share | Increase | +7.47% | 534 shares | -340K | $44.34 | 7.68K |
| Q1 2022 | share | Decrease | -83.92% | -37.31K shares | 748K | $53.13 | 7.15K |
| Q4 2021 | share | Increase | 0.00% | 44.46K shares | 2.49M | $56 | 44.46K |