SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
613,000
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
+5.07%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.14% | 447 shares | 93K | 4.12K | |
| Q2 2022 | share | Increase | +20.52% | 627 shares | -128K | 3.68K | |
| Q1 2022 | share | Increase | +36.51% | 817 shares | 130K | 3.05K | |
| Q4 2021 | share | Increase | +76.08% | 967 shares | 227K | 2.23K | |
| Q3 2021 | share | Increase | +0.79% | 10 shares | -14K | 1.27K | |
| Q2 2021 | share | Decrease | -8.36% | -115 shares | 32K | 1.26K | |
| Q1 2021 | share | 0.00% | 0 shares | 30K | 1.37K | ||
| Q4 2020 | share | Increase | +5.60% | 73 shares | 38K | 1.37K | |
| Q3 2020 | share | Decrease | -32.94% | -640 shares | -28K | 1.30K | |
| Q2 2020 | share | Increase | 0.00% | 1.94K shares | 233K | 1.94K | |
| Q1 2020 | share | Decrease | -100.00% | -2.35K shares | -302K | 0 | |
| Q4 2019 | share | Decrease | -9.83% | -257 shares | 22K | 2.35K | |
| Q3 2019 | share | Decrease | -5.77% | -160 shares | 40K | 2.61K | |
| Q2 2019 | share | Decrease | -25.00% | -925 shares | -57K | 2.77K | |
| Q1 2019 | share | Decrease | -63.30% | -6.38K shares | -369K | 3.7K | |
| Q4 2018 | share | Increase | 0.00% | 10.08K shares | 666K | 10.08K |