UPPER LEFT WEALTH MANAGEMENT, LLC – Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$3.07M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.52% | -19.61K shares | -904K | $28.13 | 106.74K |
| Q2 2022 | share | Increase | +17.74% | 19.04K shares | 1K | $31.45 | 126.36K |
| Q1 2022 | share | Decrease | -10.79% | -12.97K shares | -746K | $36.72 | 107.32K |
| Q4 2021 | share | Increase | 0.00% | 120.3K shares | 4.71M | $38.93 | 120.3K |