SLATESTONE WEALTH, LLC Transaction History

SLATESTONE WEALTH, LLC portfolio value:

3.12M
portfolio value

SLATESTONE WEALTH, LLC quarter portfolio value change:

-5.54%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +0.85% 305 shares -155K 36.25K
Q2 2022 share Increase +12.07% 3.87K shares 645K 35.94K
Q1 2022 share Increase +49.24% 10.58K shares 985K 32.07K
Q4 2021 share Decrease -1.02% -221 shares 16K 21.49K
Q3 2021 share Decrease -2.25% -500 shares -96K 21.71K
Q2 2021 share Decrease -11.85% -2.98K shares -127K 22.21K
Q1 2021 share Increase +324.98% 19.26K shares 1.39M 25.19K
Q4 2020 share Decrease -5.81% -366 shares -35K 5.92K
Q3 2020 share Decrease -5.81% -388 shares 5K 6.29K
Q2 2020 share Decrease -76.08% -21.25K shares -1.55M 6.68K
Q1 2020 share Decrease -5.69% -1.68K shares -520K 27.93K
Q4 2019 share Increase +14.53% 3.75K shares 493K 29.62K
Q3 2019 share Increase +9.35% 2.21K shares 186K 25.86K
Q2 2019 share Increase +1.62% 376 shares 45K 23.65K
Q1 2019 share Increase +130.20% 13.16K shares 1.11M 23.27K
Q4 2018 share Increase 0.00% 10.11K shares 737K 10.11K