SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
1.01M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
+1.23%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.18% | 639 shares | 62K | 12.98K | |
| Q2 2022 | share | Increase | +6.18% | 718 shares | -29K | 12.34K | |
| Q1 2022 | share | Decrease | -20.80% | -3.05K shares | -386K | 11.62K | |
| Q4 2021 | share | Increase | +2.00% | 288 shares | 241K | 14.68K | |
| Q3 2021 | share | Increase | +5.50% | 750 shares | 130K | 14.39K | |
| Q2 2021 | share | Increase | +54.38% | 4.80K shares | 332K | 13.64K | |
| Q1 2021 | share | Decrease | -6.98% | -663 shares | -65K | 8.83K | |
| Q4 2020 | share | Decrease | -65.19% | -17.78K shares | -1.16M | 9.5K | |
| Q3 2020 | share | Increase | +1.46% | 392 shares | 279K | 27.28K | |
| Q2 2020 | share | Increase | +13.03% | 3.1K shares | 184K | 26.89K | |
| Q1 2020 | share | Decrease | -2.40% | -584 shares | -45K | 23.79K | |
| Q4 2019 | share | Increase | +29.74% | 5.58K shares | 381K | 24.38K | |
| Q3 2019 | share | Decrease | -0.13% | -24 shares | 131K | 18.79K | |
| Q2 2019 | share | Increase | +5.38% | 960 shares | 101K | 18.81K | |
| Q1 2019 | share | Increase | +20.91% | 3.08K shares | 221K | 17.85K | |
| Q4 2018 | share | Increase | 0.00% | 14.76K shares | 642K | 14.76K |