SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
876,000
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-8.19%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -78K | 5.66K | ||
| Q2 2022 | share | Increase | +6.69% | 355 shares | -5K | 5.66K | |
| Q1 2022 | share | Decrease | -5.35% | -300 shares | 0 | 5.30K | |
| Q4 2021 | share | Increase | +0.59% | 33 shares | 43K | 5.60K | |
| Q3 2021 | share | 0.00% | 0 shares | -8K | 5.57K | ||
| Q2 2021 | share | Decrease | -3.04% | -175 shares | 4K | 5.57K | |
| Q1 2021 | share | Decrease | -2.29% | -135 shares | -130K | 5.75K | |
| Q4 2020 | share | Decrease | -6.36% | -400 shares | -63K | 5.88K | |
| Q3 2020 | share | Decrease | -28.88% | -2.55K shares | -366K | 6.28K | |
| Q2 2020 | share | Decrease | -23.80% | -2.76K shares | -238K | 8.83K | |
| Q1 2020 | share | Increase | +1.35% | 155 shares | 82K | 11.59K | |
| Q4 2019 | share | Increase | 0.00% | 11.44K shares | 1.63M | 11.44K |