SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
275,000
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-12.59%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.16% | 180 shares | -27K | 4.50K | |
| Q2 2022 | share | Increase | +15.17% | 570 shares | -9K | 4.32K | |
| Q1 2022 | share | Decrease | -4.13% | -162 shares | -31K | 3.75K | |
| Q4 2021 | share | Increase | +34.43% | 1.00K shares | 88K | 3.92K | |
| Q3 2021 | share | Increase | 0.00% | 2.91K shares | 254K | 2.91K | |
| Q1 2021 | share | Decrease | -100.00% | -3.81K shares | -246K | 0 | |
| Q4 2020 | share | Decrease | -17.74% | -823 shares | -31K | 3.81K | |
| Q3 2020 | share | Increase | +11.35% | 473 shares | 47K | 4.63K | |
| Q2 2020 | share | Increase | 0.00% | 4.16K shares | 230K | 4.16K | |
| Q1 2020 | share | Decrease | -100.00% | -5.52K shares | -292K | 0 | |
| Q4 2019 | share | Decrease | -38.26% | -3.42K shares | -200K | 5.52K | |
| Q3 2019 | share | Decrease | -43.10% | -6.77K shares | -403K | 8.94K | |
| Q2 2019 | share | Decrease | -3.08% | -499 shares | 24K | 15.71K | |
| Q1 2019 | share | Increase | 0.00% | 16.21K shares | 871K | 16.21K |