SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
5.68M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-1.67%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.26% | 249 shares | 31K | 11.25K | |
| Q2 2022 | share | Increase | +0.80% | 87 shares | 85K | 11.00K | |
| Q1 2022 | share | Decrease | -6.95% | -815 shares | -324K | 10.91K | |
| Q4 2021 | share | Increase | +11.86% | 1.24K shares | 1.79M | 11.73K | |
| Q3 2021 | share | Decrease | -4.12% | -451 shares | -282K | 10.49K | |
| Q2 2021 | share | Increase | +0.95% | 103 shares | 349K | 10.94K | |
| Q1 2021 | share | Decrease | -3.18% | -356 shares | 106K | 10.83K | |
| Q4 2020 | share | Decrease | -24.40% | -3.61K shares | -690K | 11.19K | |
| Q3 2020 | share | Increase | +8.51% | 1.16K shares | 592K | 14.80K | |
| Q2 2020 | share | Increase | +3.99% | 523 shares | 751K | 13.64K | |
| Q1 2020 | share | Increase | +8.05% | 978 shares | -297K | 13.12K | |
| Q4 2019 | share | Decrease | -4.41% | -560 shares | 809K | 12.14K | |
| Q3 2019 | share | Decrease | -11.05% | -1.57K shares | -724K | 12.70K | |
| Q2 2019 | share | Decrease | -7.61% | -1.17K shares | -337K | 14.28K | |
| Q1 2019 | share | Increase | +15.43% | 2.06K shares | 486K | 15.45K | |
| Q4 2018 | share | Increase | 0.00% | 13.39K shares | 3.33M | 13.39K |