UPPER LEFT WEALTH MANAGEMENT, LLC – Schwab U.S. REIT ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$2.88M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.38%
quarter
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.86% | 1.29K shares | -282K | $18.69 | 151.52K |
| Q2 2022 | share | Decrease | -2.48% | -3.81K shares | -746K | $21.09 | 150.22K |
| Q1 2022 | share | Decrease | -4.86% | -7.86K shares | -350K | $24.89 | 154.04K |
| Q4 2021 | share | Increase | 0.00% | 161.90K shares | 4.26M | $52.58 | 161.90K |