ARETE WEALTH ADVISORS, LLC – Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
986,000
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
+0.29%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.77% | -1.00K shares | -25K | 35.36K | |
| Q2 2022 | share | Increase | +51.47% | 12.35K shares | 294K | 36.36K | |
| Q1 2022 | share | Increase | +12.77% | 2.71K shares | 72K | 24.00K | |
| Q4 2021 | share | Decrease | -11.72% | -2.82K shares | -69K | 21.28K | |
| Q3 2021 | share | Decrease | -3.98% | -1K shares | 713K | 24.11K | |
| Q2 2021 | share | Decrease | -7.72% | -2.1K shares | -788K | 25.11K | |
| Q1 2021 | share | Increase | +12.86% | 3.1K shares | 107K | 27.21K | |
| Q4 2020 | share | Increase | 0.00% | 24.11K shares | 682K | 24.11K |