SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
531,000
portfolio value
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.79% | -5.34K shares | -250K | 17.12K | |
| Q2 2022 | share | Decrease | -0.23% | -52 shares | -89K | 22.46K | |
| Q1 2022 | share | Decrease | -29.89% | -9.59K shares | -462K | 22.51K | |
| Q4 2021 | share | Increase | +2.02% | 636 shares | -7K | 32.11K | |
| Q3 2021 | share | Increase | +3.75% | 1.13K shares | -41K | 31.47K | |
| Q2 2021 | share | Decrease | -2.44% | -758 shares | 19K | 30.34K | |
| Q1 2021 | share | Increase | +6.61% | 1.92K shares | 131K | 31.09K | |
| Q4 2020 | share | Decrease | -6.85% | -2.14K shares | 85K | 29.17K | |
| Q3 2020 | share | Increase | +28.73% | 6.98K shares | 331K | 31.31K | |
| Q2 2020 | share | Increase | +23.60% | 4.64K shares | 254K | 24.32K | |
| Q1 2020 | share | Decrease | -1.56% | -312 shares | -192K | 19.68K | |
| Q4 2019 | share | Decrease | -0.23% | -47 shares | 65K | 19.99K | |
| Q3 2019 | share | Increase | +7.10% | 1.32K shares | 17K | 20.04K | |
| Q2 2019 | share | Increase | +72.27% | 7.85K shares | 282K | 18.71K | |
| Q1 2019 | share | Increase | +39.92% | 3.09K shares | 137K | 10.86K | |
| Q4 2018 | share | Increase | 0.00% | 7.76K shares | 251K | 7.76K |