ARETE WEALTH ADVISORS, LLC – Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
2.15M
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
-0.40%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.30% | 4.42K shares | 211K | 43.58K | |
| Q2 2022 | share | Decrease | -1.72% | -684 shares | -58K | 39.15K | |
| Q1 2022 | share | Decrease | -0.43% | -172 shares | -29K | 39.84K | |
| Q4 2021 | share | Increase | +5.17% | 1.96K shares | 93K | 40.01K | |
| Q3 2021 | share | Increase | +3.08% | 1.13K shares | 1.92M | 38.04K | |
| Q2 2021 | share | Increase | +37.97% | 10.15K shares | -1.35M | 36.91K | |
| Q1 2021 | share | Decrease | -38.08% | -16.45K shares | -848K | 26.75K | |
| Q4 2020 | share | Decrease | -1.42% | -621 shares | -33K | 43.20K | |
| Q3 2020 | share | Increase | +0.27% | 118 shares | 14K | 43.83K | |
| Q2 2020 | share | Increase | +0.52% | 225 shares | 99K | 43.71K | |
| Q1 2020 | share | Increase | +20.08% | 7.27K shares | 290K | 43.48K | |
| Q4 2019 | share | Decrease | -11.34% | -4.63K shares | -237K | 36.21K | |
| Q3 2019 | share | Increase | +2.80% | 1.11K shares | 64K | 40.84K | |
| Q2 2019 | share | Increase | 0.00% | 39.73K shares | 2.00M | 39.73K |