WEST FINANCIAL ADVISORS, LLC – Schwab U.S. TIPS ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$26,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.79% | -43 shares | -5K | $51.8 | 509 |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $55.8 | 552 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $60.71 | 552 | |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $62.99 | 552 | |
| Q3 2021 | share | Decrease | -10.24% | -63 shares | -3K | $61.98 | 552 |
| Q2 2021 | share | Decrease | -9.82% | -67 shares | -4K | $60.85 | 615 |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $59.02 | 682 | |
| Q4 2020 | share | Increase | 0.00% | 682 shares | 42K | $59.91 | 682 |