West Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

West Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	BUY	$22.75 - $26.16 $568 - $654	25 Added 100.0%	50 $1,000
Q3 2021 Oct 13, 2021	SELL	$22.84 - $24.92 $388 - $423	-17 Reduced 40.48%	25 $1,000
Q2 2021 Jul 27, 2021	SELL	$20.92 - $23.68 $251 - $284	-12 Reduced 22.22%	42 $2,000
Q1 2021 Apr 20, 2021	SELL	$18.25 - $20.79 $5,529 - $6,299	-303 Reduced 84.87%	54 $2,000
Q4 2020 Feb 22, 2021	SELL	$17.04 - $19.33 $3,646 - $4,136	-214 Reduced 37.48%	357 $14,000
Q4 2020 Feb 02, 2021	BUY	$17.04 - $19.33 $9,729 - $11,037	571 New	571 $20 Million

533

175M

22.2K

84.6K

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