SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
924,000
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-9.87%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.50% | 110 shares | -67K | 3.25K | |
| Q2 2022 | share | Increase | +5.37% | 160 shares | -74K | 3.14K | |
| Q1 2022 | share | Increase | +1.02% | 30 shares | 5K | 2.98K | |
| Q4 2021 | share | Decrease | -1.96% | -59 shares | 14K | 2.95K | |
| Q3 2021 | share | Increase | +0.13% | 4 shares | -51K | 3.00K | |
| Q2 2021 | share | Decrease | -44.00% | -2.36K shares | -814K | 3.00K | |
| Q1 2021 | share | Decrease | -1.38% | -75 shares | -31K | 5.36K | |
| Q4 2020 | share | Decrease | -47.31% | -4.88K shares | -1.55M | 5.44K | |
| Q3 2020 | share | Increase | +3.04% | 305 shares | 529K | 10.32K | |
| Q2 2020 | share | Increase | +28.03% | 2.19K shares | 1.07M | 10.02K | |
| Q1 2020 | share | Increase | +49.86% | 2.60K shares | 331K | 7.82K | |
| Q4 2019 | share | Increase | +30.35% | 1.21K shares | 472K | 5.22K | |
| Q3 2019 | share | Increase | +14.29% | 501 shares | 161K | 4.00K | |
| Q2 2019 | share | Increase | +2.34% | 80 shares | 120K | 3.50K | |
| Q1 2019 | share | Decrease | -4.06% | -145 shares | 133K | 3.42K | |
| Q4 2018 | share | Increase | 0.00% | 3.57K shares | 674K | 3.57K |