SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
5.15M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-1.46%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.47% | 366 shares | 99K | 10.91K | |
| Q2 2022 | share | Increase | +5.02% | 504 shares | -728K | 10.55K | |
| Q1 2022 | share | Increase | +0.68% | 68 shares | 120K | 10.04K | |
| Q4 2021 | share | Decrease | -3.97% | -413 shares | 996K | 9.97K | |
| Q3 2021 | share | Increase | +0.10% | 10 shares | 561K | 10.39K | |
| Q2 2021 | share | Decrease | -0.36% | -38 shares | 435K | 10.38K | |
| Q1 2021 | share | Decrease | -4.52% | -493 shares | -439K | 10.42K | |
| Q4 2020 | share | Decrease | -38.29% | -6.77K shares | -2.16M | 10.91K | |
| Q3 2020 | share | Increase | +2.17% | 376 shares | 1.03M | 17.68K | |
| Q2 2020 | share | Increase | +5.31% | 873 shares | 562K | 17.30K | |
| Q1 2020 | share | Decrease | -3.10% | -526 shares | -299K | 16.43K | |
| Q4 2019 | share | Increase | +5.31% | 855 shares | 344K | 16.96K | |
| Q3 2019 | share | Decrease | -0.77% | -125 shares | 352K | 16.10K | |
| Q2 2019 | share | Increase | +0.71% | 115 shares | 386K | 16.23K | |
| Q1 2019 | share | Decrease | -1.89% | -310 shares | 557K | 16.11K | |
| Q4 2018 | share | Increase | 0.00% | 16.42K shares | 3.34M | 16.42K |