ARETE WEALTH ADVISORS, LLC – Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
26.63M
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
-0.30%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +44.48% | 83.50K shares | 8.14M | 271.25K | |
| Q2 2022 | share | Decrease | -15.38% | -34.11K shares | -3.50M | 187.75K | |
| Q1 2022 | share | Increase | +55.55% | 79.23K shares | 7.70M | 221.86K | |
| Q4 2021 | share | Increase | +1.12% | 1.58K shares | 90K | 142.63K | |
| Q3 2021 | share | Decrease | -6.19% | -9.31K shares | -937K | 141.05K | |
| Q2 2021 | share | Increase | +22.60% | 27.72K shares | 2.79M | 150.36K | |
| Q1 2021 | share | Decrease | -31.17% | -55.52K shares | -5.60M | 122.64K | |
| Q4 2020 | share | Increase | +6.76% | 11.27K shares | 1.12M | 178.17K | |
| Q3 2020 | share | Increase | +80.83% | 74.60K shares | 7.53M | 166.89K | |
| Q2 2020 | share | Increase | +13.81% | 11.19K shares | 1.26M | 92.29K | |
| Q1 2020 | share | Increase | 0.00% | 81.09K shares | 8.02M | 81.09K |