UPPER LEFT WEALTH MANAGEMENT, LLC – Schwab U.S. TIPS ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$3.33M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.41% | -12.53K shares | -925K | $51.8 | 63.84K |
| Q2 2022 | share | Decrease | -7.93% | -6.58K shares | -728K | $55.8 | 76.37K |
| Q1 2022 | share | Increase | +0.51% | 418 shares | -201K | $60.71 | 82.96K |
| Q4 2021 | share | Increase | 0.00% | 82.54K shares | 5.19M | $62.99 | 82.54K |