WEST FINANCIAL ADVISORS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$84,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.53% | -129 shares | -10K | $45.31 | 1.84K |
| Q2 2022 | share | Decrease | -66.03% | -3.83K shares | -200K | $47.87 | 1.97K |
| Q1 2022 | share | Decrease | -13.94% | -941 shares | -70K | $50.57 | 5.81K |
| Q4 2021 | share | Decrease | -0.31% | -21 shares | -4K | $53.88 | 6.75K |
| Q3 2021 | share | Increase | +1.15% | 77 shares | 2K | $53.98 | 6.77K |
| Q2 2021 | share | Increase | +2.95% | 192 shares | 15K | $54.03 | 6.69K |
| Q1 2021 | share | Increase | +4.68% | 291 shares | 3K | $53.1 | 6.50K |
| Q4 2020 | share | Increase | 0.00% | 6.21K shares | 348K | $54.94 | 6.21K |