WEST FINANCIAL ADVISORS, LLC – The Charles Schwab Corporation Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$906,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 110K | $71.87 | 12.6K | |
| Q2 2022 | share | 0.00% | 0 shares | -266K | $63.18 | 12.6K | |
| Q1 2022 | share | 0.00% | 0 shares | 2K | $84.31 | 12.6K | |
| Q4 2021 | share | 0.00% | 0 shares | 142K | $84.48 | 12.6K | |
| Q3 2021 | share | Increase | 0.00% | 12.6K shares | 918K | $72.68 | 12.6K |