WEST FINANCIAL ADVISORS, LLC – Schwab U.S. Broad Market ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$455,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.97% | -1.47K shares | -89K | $41.99 | 10.84K |
| Q2 2022 | share | Decrease | -21.93% | -3.46K shares | -298K | $44.19 | 12.31K |
| Q1 2022 | share | Increase | +20.14% | 2.64K shares | 100K | $53.39 | 15.77K |
| Q4 2021 | share | Increase | +122.50% | 7.22K shares | 129K | $113.36 | 13.13K |
| Q3 2021 | share | Increase | +106.11% | 6.07K shares | 16K | $103.86 | 11.80K |
| Q2 2021 | share | Increase | +102.62% | 5.8K shares | 50K | $103.94 | 11.45K |
| Q1 2021 | share | Increase | +101.71% | 5.7K shares | 37K | $96.11 | 11.30K |
| Q4 2020 | share | Increase | 0.00% | 11.20K shares | 510K | $90.16 | 11.20K |