UPPER LEFT WEALTH MANAGEMENT, LLC – Schwab U.S. Small-Cap ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$2.14M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.15% | 2.20K shares | 74K | $37.8 | 55.42K |
| Q2 2022 | share | Decrease | -3.34% | -1.83K shares | -560K | $38.99 | 53.22K |
| Q1 2022 | share | Decrease | -2.18% | -1.22K shares | -261K | $47.36 | 55.05K |
| Q4 2021 | share | Increase | 0.00% | 56.28K shares | 2.89M | $102.53 | 56.28K |