West Financial Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

West Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 11, 2022	SELL	$51.8 - $57.88 $2,227 - $2,488	-43 Reduced 7.79%	509 $26,000
Q3 2021 Oct 13, 2021	SELL	$62.25 - $63.89 $3,921 - $4,025	-63 Reduced 10.24%	552 $35,000
Q2 2021 Jul 27, 2021	SELL	$61.03 - $62.53 $4,089 - $4,189	-67 Reduced 9.82%	615 $38,000
Q4 2020 Feb 22, 2021	SELL	$60.73 - $62.08 $3,583 - $3,662	-59 Reduced 7.96%	682 $42,000
Q4 2020 Feb 02, 2021	BUY	$60.73 - $62.08 $45,000 - $46,001	741 New	741 $44 Million

685

155M

60.2K

1.3K

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