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

500

255M

28.4K

83.1K

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on West Financial Advisors, LLC with notifications on news.