Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 08, 2022

SELL
N/A
-70,353 Closed
0 $0
Q1 2022

Apr 18, 2022

SELL
N/A
-70,484 Reduced 50.05%
70,353 $3.54 Million
Q4 2021

Feb 15, 2022

BUY
N/A
140,837 New
140,837 $3.54 Million
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.