SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
4.34M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-9.77%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.23% | 765 shares | -320K | 24.47K | |
| Q2 2022 | share | Decrease | -16.02% | -4.52K shares | -1.59M | 23.70K | |
| Q1 2022 | share | Increase | +0.93% | 261 shares | 199K | 28.23K | |
| Q4 2021 | share | Decrease | -1.23% | -347 shares | -246K | 27.97K | |
| Q3 2021 | share | Increase | +4.14% | 1.12K shares | -50K | 28.31K | |
| Q2 2021 | share | Decrease | -0.98% | -268 shares | 544K | 27.19K | |
| Q1 2021 | share | Decrease | -3.28% | -932 shares | -396K | 27.46K | |
| Q4 2020 | share | Decrease | -28.65% | -11.39K shares | -1.74M | 28.39K | |
| Q3 2020 | share | Decrease | -0.96% | -386 shares | 196K | 39.79K | |
| Q2 2020 | share | Increase | +0.08% | 31 shares | 1.29M | 40.17K | |
| Q1 2020 | share | Decrease | -1.90% | -776 shares | -1.22M | 40.14K | |
| Q4 2019 | share | Increase | +0.73% | 297 shares | 701K | 40.92K | |
| Q3 2019 | share | Decrease | -5.74% | -2.47K shares | -492K | 40.62K | |
| Q2 2019 | share | Decrease | -4.06% | -1.82K shares | 463K | 43.10K | |
| Q1 2019 | share | Increase | +35.31% | 11.72K shares | 2.63M | 44.92K | |
| Q4 2018 | share | Increase | 0.00% | 33.20K shares | 4.38M | 33.20K |