UPPER LEFT WEALTH MANAGEMENT, LLC – Schwab Emerging Markets Equity ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$4.12M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.74%
quarter
Schwab Emerging Markets Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.82% | 16.27K shares | -78K | $22.4 | 181.98K |
| Q2 2022 | share | Decrease | -2.87% | -4.89K shares | -627K | $25.38 | 165.70K |
| Q1 2022 | share | Increase | +1.16% | 1.95K shares | -222K | $27.77 | 170.60K |
| Q4 2021 | share | Increase | 0.00% | 168.64K shares | 5.05M | $29.71 | 168.64K |