UPPER LEFT WEALTH MANAGEMENT, LLC – Schwab International Small-Cap Equity ETF Transaction History
UPPER LEFT WEALTH MANAGEMENT, LLC portfolio value:
$2.33M
portfolio value
UPPER LEFT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.14%
quarter
Schwab International Small-Cap Equity ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -21.94% | -23.11K shares | -952K | $27.75 | 82.25K |
Q2 2022 | share | Decrease | -2.00% | -2.15K shares | -816K | $31.23 | 105.36K |
Q1 2022 | share | Decrease | -3.77% | -4.21K shares | -507K | $37.97 | 107.51K |
Q4 2021 | share | Increase | 0.00% | 111.73K shares | 4.61M | $40.88 | 111.73K |