Number of Shares
7,438
Previous 8,087 8.03%
Holding current value
$832,000
Previous $772,000 7.77%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
N/A
-649 Reduced 8.03%
7,438 $832,000
Q2 2024

Jul 25, 2024

BUY
N/A
2,200 Added 37.37%
8,087 $772,000
Q1 2024

Apr 26, 2024

SELL
N/A
-15 Reduced 0.25%
5,887 $522,000
Q4 2023

Feb 01, 2024

BUY
N/A
5,902 New
5,902 $485,000
Track This Portfolio

Track Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.