WEST FINANCIAL ADVISORS, LLC – Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
475,000
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.71%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.09% | 7 shares | -29K | 8.00K | |
| Q2 2022 | share | Decrease | -4.74% | -398 shares | -66K | 7.99K | |
| Q1 2022 | share | Increase | +1.07% | 89 shares | -40K | 8.39K | |
| Q4 2021 | share | Increase | +29.91% | 1.91K shares | 138K | 8.30K | |
| Q3 2021 | share | Increase | +41.11% | 1.86K shares | 134K | 6.39K | |
| Q2 2021 | share | Increase | +105.16% | 2.32K shares | 178K | 4.53K | |
| Q1 2021 | share | 0.00% | 0 shares | -8K | 2.20K | ||
| Q4 2020 | share | Increase | 0.00% | 2.20K shares | 168K | 2.20K |