ARETE WEALTH ADVISORS, LLC – Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
1.11M
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
+0.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.22% | 1.18K shares | 38K | 38.08K | |
| Q2 2022 | share | Increase | +48.80% | 12.1K shares | 307K | 36.89K | |
| Q1 2022 | share | Increase | +14.46% | 3.13K shares | 83K | 24.79K | |
| Q4 2021 | share | Increase | +1.10% | 236 shares | 18K | 21.66K | |
| Q3 2021 | share | Increase | 0.00% | 21.42K shares | 666K | 21.42K | |
| Q2 2021 | share | Decrease | -100.00% | -23.57K shares | -716K | 0 | |
| Q1 2021 | share | Increase | +33.19% | 5.87K shares | 190K | 23.57K | |
| Q4 2020 | share | Increase | 0.00% | 17.7K shares | 526K | 17.7K |