SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
2.71M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-9.65%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.92% | 186 shares | -176K | 4.93K | |
| Q2 2022 | share | Increase | +10.63% | 456 shares | -388K | 4.74K | |
| Q1 2022 | share | Increase | +21.49% | 759 shares | 45K | 4.29K | |
| Q4 2021 | share | Increase | +0.86% | 30 shares | 297K | 3.53K | |
| Q3 2021 | share | Decrease | -10.64% | -417 shares | -492K | 3.50K | |
| Q2 2021 | share | Decrease | -0.13% | -5 shares | 470K | 3.91K | |
| Q1 2021 | share | Decrease | -4.53% | -186 shares | -7K | 3.92K | |
| Q4 2020 | share | Decrease | -34.84% | -2.19K shares | -589K | 4.11K | |
| Q3 2020 | share | Increase | +0.40% | 25 shares | 137K | 6.30K | |
| Q2 2020 | share | Increase | +62.77% | 2.42K shares | 1.72M | 6.28K | |
| Q1 2020 | share | Increase | +1.05% | 40 shares | -222K | 3.86K | |
| Q4 2019 | share | Increase | +0.29% | 11 shares | 223K | 3.82K | |
| Q3 2019 | share | Decrease | -11.60% | -500 shares | -325K | 3.80K | |
| Q2 2019 | share | Increase | +3.41% | 142 shares | 241K | 4.30K | |
| Q1 2019 | share | Increase | +0.56% | 23 shares | 153K | 4.16K | |
| Q4 2018 | share | Increase | 0.00% | 4.14K shares | 1.62M | 4.14K |