WESTHILL FINANCIAL ADVISORS, INC. – Schwab 5-10 Year Corporate Bond ETF Transaction History
WESTHILL FINANCIAL ADVISORS, INC. portfolio value:
$8.96M
portfolio value
WESTHILL FINANCIAL ADVISORS, INC. quarter portfolio value change:
-5.72%
quarter
Schwab 5-10 Year Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.18% | 8.55K shares | -163K | $42.03 | 213.32K |
| Q2 2022 | share | Decrease | -1.20% | -2.48K shares | -790K | $44.58 | 204.76K |
| Q1 2022 | share | Increase | +7.68% | 14.78K shares | -24K | $47.86 | 207.25K |
| Q4 2021 | share | Increase | +4.15% | 7.66K shares | 297K | $51.72 | 192.46K |
| Q3 2021 | share | Increase | 0.00% | 184.8K shares | 9.64M | $51.94 | 184.8K |