ARETE WEALTH ADVISORS, LLC – Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
5.10M
portfolio value
ARETE WEALTH ADVISORS, LLC quarter portfolio value change:
-7.45%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.94% | -4.51K shares | -464K | 478.15K | |
| Q2 2022 | share | Decrease | -29.95% | -206.41K shares | -4.34M | 482.66K | |
| Q1 2022 | share | Increase | +10.52% | 65.56K shares | -150K | 689.08K | |
| Q4 2021 | share | Increase | +5.93% | 34.92K shares | 1.33M | 623.51K | |
| Q3 2021 | share | Increase | +2.97% | 16.99K shares | 667K | 588.58K | |
| Q2 2021 | share | Increase | +8.43% | 44.44K shares | 798K | 571.59K | |
| Q1 2021 | share | Increase | 0.00% | 527.15K shares | 7.26M | 527.15K |