UPPER LEFT WEALTH MANAGEMENT, LLC – Schwab Fundamental International Small Company Index ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$375,000
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.59%
quarter
Schwab Fundamental International Small Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.16% | -2.41K shares | -109K | $27.19 | 13.51K |
| Q2 2022 | share | Decrease | -2.72% | -445 shares | -101K | $30.41 | 15.93K |
| Q1 2022 | share | 0.00% | 0 shares | -32K | $35.38 | 16.37K | |
| Q4 2021 | share | Increase | 0.00% | 16.37K shares | 617K | $37.27 | 16.37K |