GEOWEALTH MANAGEMENT, LLC – Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
28.21M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-0.82%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.76% | 70.27K shares | 1.31M | 1.29M | |
| Q2 2022 | share | Decrease | -15.98% | -232.14K shares | -10.18M | 1.22M | |
| Q1 2022 | share | Increase | +0.43% | 6.24K shares | -5.13M | 1.45M | |
| Q4 2021 | share | Increase | +10.41% | 136.38K shares | 5.72M | 1.44M | |
| Q3 2021 | share | Decrease | -25.87% | -457.21K shares | -12.57M | 1.31M | |
| Q2 2021 | share | Increase | +15.08% | 231.60K shares | 9.43M | 1.76M | |
| Q1 2021 | share | Increase | +71.29% | 639.30K shares | 17.31M | 1.53M | |
| Q4 2020 | share | Increase | 0.00% | 896.73K shares | 22.32M | 896.73K |