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	N/A	-43 Reduced 7.79%	509 $26,000
Q3 2021 Oct 13, 2021	SELL	N/A	-63 Reduced 10.24%	552 $35,000
Q2 2021 Jul 27, 2021	SELL	N/A	-67 Reduced 9.82%	615 $38,000
Q4 2020 Feb 22, 2021	SELL	N/A	-59 Reduced 7.96%	682 $42,000
Q4 2020 Feb 02, 2021	BUY	N/A	741 New	741 $44 Million

677

159M

123K

4.8K

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