UPPER LEFT WEALTH MANAGEMENT, LLC – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$295,000
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.77%
quarter
Schwab Intermediate-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.94% | 905 shares | 35K | $49.14 | 5.95K |
| Q2 2022 | share | Decrease | -35.44% | -2.76K shares | -152K | $51.6 | 5.04K |
| Q1 2022 | share | Decrease | -0.36% | -28 shares | -28K | $53.25 | 7.81K |
| Q4 2021 | share | Increase | 0.00% | 7.84K shares | 440K | $56.17 | 7.84K |