WEST FINANCIAL ADVISORS, LLC – Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$101,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.34% | -124 shares | -16K | $28.13 | 3.59K |
| Q2 2022 | share | Decrease | -7.93% | -320 shares | -31K | $31.45 | 3.71K |
| Q1 2022 | share | Decrease | -0.57% | -23 shares | -10K | $36.72 | 4.03K |
| Q4 2021 | share | Increase | +2.63% | 104 shares | 5K | $38.93 | 4.06K |
| Q3 2021 | share | Increase | +4.63% | 175 shares | 4K | $38.7 | 3.95K |
| Q2 2021 | share | Increase | +3.14% | 115 shares | 11K | $39.45 | 3.78K |
| Q1 2021 | share | Decrease | -0.65% | -24 shares | 5K | $37.3 | 3.66K |
| Q4 2020 | share | Increase | 0.00% | 3.69K shares | 133K | $35.7 | 3.69K |