Upper Left Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Upper Left Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$65.78 - $75.4 $32,692 - $37,473	497 Added 2.28%	22,310 $1.68 Million
Q3 2023 Oct 25, 2023	SELL	$68.05 - $72.66 $1.74 Million - $1.86 Million	-25,577 Reduced 53.97%	21,813 $1.49 Million
Q2 2023 Jul 25, 2023	SELL	$63.21 - $70.48 $5,056 - $5,638	-80 Reduced 0.17%	47,390 $3.34 Million
Q1 2023 Apr 25, 2023	BUY	$57.25 - $63.89 $662,955 - $739,846	11,580 Added 32.27%	47,470 $3.03 Million
Q4 2022 Jan 17, 2023	BUY	$56.73 - $63.56 $2.04 Million - $2.28 Million	35,890 New	35,890 $0

1,824

417M

355K

454K

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