WESTHILL FINANCIAL ADVISORS, INC. – Schwab U.S. Large-Cap ETF Transaction History
WESTHILL FINANCIAL ADVISORS, INC. portfolio value:
$404,000
portfolio value
WESTHILL FINANCIAL ADVISORS, INC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -22K | $42.35 | 9.54K | |
| Q2 2022 | share | 0.00% | 0 shares | -88K | $44.66 | 9.54K | |
| Q1 2022 | share | 0.00% | 0 shares | -29K | $53.85 | 9.54K | |
| Q4 2021 | share | Increase | +100.00% | 4.77K shares | 46K | $114.22 | 9.54K |
| Q3 2021 | share | Increase | 0.00% | 9.54K shares | 497K | $104.03 | 9.54K |
| Q1 2021 | share | Increase | +100.00% | 4.6K shares | 24K | $95.42 | 9.2K |
| Q4 2020 | share | Increase | 0.00% | 9.2K shares | 418K | $90.1 | 9.2K |