West Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

West Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	SELL	$49.47 - $50.82 $40,416 - $41,519	-817 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$50.83 - $51.21 $41,528 - $41,838	817 New	817 $42,000
Q3 2021 Oct 13, 2021	SELL	$51.18 - $51.3 $1,433 - $1,436	-28 Closed	0 $0
Q4 2020 Feb 22, 2021	SELL	$51.37 - $51.48 $19,982 - $20,025	-389 Reduced 93.29%	28 $1,000
Q4 2020 Feb 02, 2021	BUY	$51.37 - $51.48 $21,421 - $21,467	417 New	417 $22 Million

607

168M

42K

33.9K

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