SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
340,000
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-5.39%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.83% | -75 shares | -22K | 9.00K | |
| Q2 2022 | share | Decrease | -6.53% | -634 shares | -282K | 9.07K | |
| Q1 2022 | share | Decrease | -77.28% | -33.03K shares | -3.39M | 9.71K | |
| Q4 2021 | share | Decrease | -2.81% | -1.23K shares | -818K | 42.74K | |
| Q3 2021 | share | Increase | +14.38% | 5.53K shares | -168K | 43.98K | |
| Q2 2021 | share | Increase | +18.73% | 6.06K shares | 1.14M | 38.45K | |
| Q1 2021 | share | Increase | +3.43% | 1.07K shares | -13K | 32.38K | |
| Q4 2020 | share | Decrease | -48.80% | -29.85K shares | -1.72M | 31.31K | |
| Q3 2020 | share | Decrease | -25.37% | -20.79K shares | -218K | 61.16K | |
| Q2 2020 | share | Increase | +1.23% | 996 shares | 2.28M | 81.96K | |
| Q1 2020 | share | Increase | +1.97% | 1.56K shares | -411K | 80.96K | |
| Q4 2019 | share | Increase | +0.04% | 31 shares | 570K | 79.40K | |
| Q3 2019 | share | Increase | +0.08% | 65 shares | -401K | 79.37K | |
| Q2 2019 | share | Increase | +2.54% | 1.96K shares | 190K | 79.31K | |
| Q1 2019 | share | Decrease | -2.73% | -2.16K shares | 658K | 77.34K | |
| Q4 2018 | share | Increase | 0.00% | 79.51K shares | 2.95M | 79.51K |