SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
3.06M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.97% | -224 shares | -466K | 22.82K | |
| Q2 2022 | share | Increase | +5.84% | 1.27K shares | 0 | 23.04K | |
| Q1 2022 | share | Decrease | -16.46% | -4.29K shares | 0 | 21.77K | |
| Q4 2021 | share | Increase | +12.24% | 2.84K shares | 1.02M | 26.06K | |
| Q3 2021 | share | Increase | +20.25% | 3.91K shares | 330K | 23.22K | |
| Q2 2021 | share | Decrease | -0.47% | -91 shares | 76K | 19.30K | |
| Q1 2021 | share | Decrease | -3.77% | -760 shares | -62K | 19.4K | |
| Q4 2020 | share | Decrease | -10.16% | -2.27K shares | 196K | 20.16K | |
| Q3 2020 | share | Decrease | -19.84% | -5.55K shares | -783K | 22.43K | |
| Q2 2020 | share | Increase | +123.91% | 15.49K shares | 1.79M | 27.99K | |
| Q1 2020 | share | Decrease | -53.23% | -14.22K shares | -1.41M | 12.50K | |
| Q4 2019 | share | Increase | +1.91% | 500 shares | 381K | 26.73K | |
| Q3 2019 | share | Decrease | -24.25% | -8.39K shares | -532K | 26.23K | |
| Q2 2019 | share | Increase | +0.48% | 165 shares | -259K | 34.62K | |
| Q1 2019 | share | Increase | +26.32% | 7.18K shares | 262K | 34.46K | |
| Q4 2018 | share | Increase | 0.00% | 27.28K shares | 2.51M | 27.28K |