West Hill Financial Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

West Hill Financial Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$40.85 - $46.1 $7,353 - $8,298	-180 Reduced 32.03%	382 $15,000
Q1 2023 May 11, 2023	SELL	$39.82 - $46.36 $4,380 - $5,099	-110 Reduced 16.37%	562 $23,000
Q1 2022 Apr 27, 2022	BUY	$44.42 - $51.73 $14,925 - $17,381	336 Added 100.0%	672 $32,000
Q3 2021 Oct 13, 2021	BUY	$48.3 - $52.49 $16,228 - $17,636	336 New	336 $34,000

1,147

147M

55.6K

7.8K

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

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.