SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
851,000
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
+1.95%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.80% | 705 shares | 77K | 9.74K | |
| Q2 2022 | share | Decrease | -17.74% | -1.95K shares | -134K | 9.04K | |
| Q1 2022 | share | Increase | +21.77% | 1.96K shares | 356K | 10.99K | |
| Q4 2021 | share | Increase | +41.91% | 2.66K shares | 178K | 9.02K | |
| Q3 2021 | share | Increase | +0.55% | 35 shares | -25K | 6.36K | |
| Q2 2021 | share | Decrease | -7.73% | -530 shares | 16K | 6.32K | |
| Q1 2021 | share | Decrease | -4.19% | -300 shares | 88K | 6.85K | |
| Q4 2020 | share | Decrease | -57.51% | -9.68K shares | -283K | 7.15K | |
| Q3 2020 | share | Decrease | -1.57% | -269 shares | -187K | 16.84K | |
| Q2 2020 | share | Decrease | -6.10% | -1.11K shares | 73K | 17.11K | |
| Q1 2020 | share | Increase | +27.31% | 3.90K shares | -307K | 18.22K | |
| Q4 2019 | share | Increase | +80.72% | 6.39K shares | 440K | 14.31K | |
| Q3 2019 | share | Increase | +10.21% | 734 shares | 8K | 7.92K | |
| Q2 2019 | share | Increase | +40.76% | 2.08K shares | 138K | 7.18K | |
| Q1 2019 | share | Increase | 0.00% | 5.10K shares | 413K | 5.10K |