ARETE WEALTH ADVISORS, LLC – Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
1.17M
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +80.12% | 14.32K shares | 561K | 32.19K | |
| Q2 2022 | share | Decrease | -36.82% | -10.41K shares | -468K | 17.87K | |
| Q1 2022 | share | Increase | +117.31% | 15.27K shares | 649K | 28.29K | |
| Q4 2021 | share | Increase | +40.23% | 3.73K shares | 123K | 13.01K | |
| Q3 2021 | share | Decrease | -17.76% | -2.00K shares | -3K | 9.28K | |
| Q2 2021 | share | Increase | +15.61% | 1.52K shares | 17K | 11.28K | |
| Q1 2021 | share | Decrease | -41.52% | -6.93K shares | -128K | 9.76K | |
| Q4 2020 | share | Decrease | -8.31% | -1.51K shares | 57K | 16.69K | |
| Q3 2020 | share | Increase | 0.00% | 18.21K shares | 369K | 18.21K |