SW

SlateStone Wealth, LLC

13F
SlateStone Wealth, LLC
Last update 2024-04-26 282 Stocks (52 new)
Value $995.00 Mil Turnover 20 %
Countries:
Portfolio Report
SlateStone Wealth, LLC's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

SlateStone Wealth, LLC Total Holding History ($B)

To

SlateStone Wealth, LLC's Asset Allocation

To

SlateStone Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SlateStone Wealth, LLC's Hypothetical Growth since 2024-03-31

SlateStone Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SlateStone Wealth, LLC's Holdings Heat Map

Size field:

SlateStone Wealth, LLC's Holdings Bubble Chart

SlateStone Wealth, LLC News

  • 1

Discussions on SlateStone Wealth, LLC

No discussions yet.