SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
1.02M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-24.82%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.23% | 316 shares | -224K | 3.74K | |
| Q2 2022 | share | Increase | +20.39% | 580 shares | -43K | 3.42K | |
| Q1 2022 | share | Increase | +2.23% | 62 shares | -282K | 2.84K | |
| Q4 2021 | share | Increase | +3.50% | 94 shares | 30K | 2.78K | |
| Q3 2021 | share | Increase | +2.48% | 65 shares | 12K | 2.68K | |
| Q2 2021 | share | Decrease | -0.76% | -20 shares | 280K | 2.62K | |
| Q1 2021 | share | Increase | +0.42% | 11 shares | -60K | 2.64K | |
| Q4 2020 | share | Decrease | -63.56% | -4.59K shares | -2.22M | 2.63K | |
| Q3 2020 | share | Decrease | -1.83% | -135 shares | 339K | 7.22K | |
| Q2 2020 | share | Increase | +6.19% | 429 shares | 998K | 7.35K | |
| Q1 2020 | share | Decrease | -1.72% | -121 shares | -120K | 6.92K | |
| Q4 2019 | share | Increase | +11.76% | 742 shares | 583K | 7.04K | |
| Q3 2019 | share | Decrease | -1.94% | -125 shares | -153K | 6.30K | |
| Q2 2019 | share | Increase | +2.63% | 165 shares | 225K | 6.43K | |
| Q1 2019 | share | Increase | +29.40% | 1.42K shares | 574K | 6.26K | |
| Q4 2018 | share | Increase | 0.00% | 4.84K shares | 1.09M | 4.84K |