SLATESTONE WEALTH, LLC – Transaction History
SLATESTONE WEALTH, LLC portfolio value:
3.05M
portfolio value
SLATESTONE WEALTH, LLC quarter portfolio value change:
-13.73%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.96% | -1.30K shares | -710K | 20.59K | |
| Q2 2022 | share | Increase | +7.75% | 1.57K shares | -69K | 21.89K | |
| Q1 2022 | share | Increase | +0.76% | 153 shares | -1.08M | 20.31K | |
| Q4 2021 | share | Increase | +16.06% | 2.79K shares | 1.54M | 20.16K | |
| Q3 2021 | share | Decrease | -11.03% | -2.15K shares | -267K | 17.37K | |
| Q2 2021 | share | Increase | +0.08% | 16 shares | 567K | 19.53K | |
| Q1 2021 | share | Increase | +1.19% | 230 shares | -119K | 19.51K | |
| Q4 2020 | share | Decrease | -5.06% | -1.02K shares | -167K | 19.28K | |
| Q3 2020 | share | Decrease | -6.51% | -1.41K shares | 382K | 20.31K | |
| Q2 2020 | share | Increase | +7.49% | 1.51K shares | 598K | 21.72K | |
| Q1 2020 | share | Decrease | -3.06% | -637 shares | -380K | 20.21K | |
| Q4 2019 | share | Increase | +3.16% | 638 shares | 241K | 20.84K | |
| Q3 2019 | share | Decrease | -11.20% | -2.55K shares | -65K | 20.21K | |
| Q2 2019 | share | Decrease | -2.32% | -540 shares | 237K | 22.76K | |
| Q1 2019 | share | Increase | +5.68% | 1.25K shares | 460K | 23.30K | |
| Q4 2018 | share | Increase | 0.00% | 22.04K shares | 1.88M | 22.04K |