WEST FINANCIAL ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$309,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.82% | -135 shares | -34K | $66.43 | 4.65K |
| Q2 2022 | share | Decrease | -0.97% | -47 shares | -39K | $71.63 | 4.79K |
| Q1 2022 | share | 0.00% | 0 shares | -9K | $78.89 | 4.83K | |
| Q4 2021 | share | Decrease | -0.25% | -12 shares | 31K | $80.71 | 4.83K |
| Q3 2021 | share | Decrease | -0.16% | -8 shares | -7K | $74.24 | 4.84K |
| Q2 2021 | share | 0.00% | 0 shares | 13K | $75.03 | 4.85K | |
| Q1 2021 | share | Decrease | -9.20% | -492 shares | 11K | $71.83 | 4.85K |
| Q4 2020 | share | Increase | 0.00% | 5.34K shares | 343K | $62.74 | 5.34K |