West Hill Financial Advisors, Inc. Schwab Short Term Us Treasury Transaction History

West Hill Financial Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$47.8 - $49.0 $2,629 - $2,695	55 New	55 $2,000
Q1 2022 Apr 27, 2022	SELL	N/A	-473,075 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	6,589 Added 1.41%	473,075 $24.1 Million
Q3 2021 Oct 13, 2021	BUY	N/A	26,480 Added 6.02%	466,486 $23.9 Million
Q1 2021 Oct 13, 2021	BUY	N/A	35,946 Added 8.9%	440,006 $22.6 Million

Q4 2020 Feb 17, 2021	BUY	N/A	404,060 New	404,060 $20.8 Million

613

168M

13.7K

20.1K

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.