WEST FINANCIAL ADVISORS, LLC – Schwab U.S. REIT ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$0
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-11.38%
quarter
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -50 shares | -1K | $18.69 | 0 |
| Q2 2022 | share | 0.00% | 0 shares | 0 | $21.09 | 50 | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $24.89 | 50 | |
| Q4 2021 | share | Increase | +100.00% | 25 shares | 0 | $52.58 | 50 |
| Q3 2021 | share | Increase | +19.05% | 8 shares | -1K | $45.68 | 50 |
| Q2 2021 | share | Increase | +55.56% | 30 shares | 0 | $45.57 | 84 |
| Q1 2021 | share | Decrease | -69.75% | -249 shares | -12K | $40.72 | 108 |
| Q4 2020 | share | Increase | 0.00% | 714 shares | 14K | $37.6 | 714 |