GEOWEALTH MANAGEMENT, LLC – Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
80.06M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.34%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.23% | -44.01K shares | -2.10M | 3.52M | |
| Q2 2022 | share | Decrease | -15.15% | -636.47K shares | -25.76M | 3.56M | |
| Q1 2022 | share | Increase | +8.70% | 336.32K shares | -208K | 4.20M | |
| Q4 2021 | share | Increase | +4.74% | 174.80K shares | 9.72M | 3.86M | |
| Q3 2021 | share | Decrease | -3.17% | -121K shares | -3.75M | 3.69M | |
| Q2 2021 | share | Increase | +9.36% | 326.04K shares | 14.31M | 3.81M | |
| Q1 2021 | share | Increase | +32.97% | 864.16K shares | 23.28M | 3.48M | |
| Q4 2020 | share | Increase | 0.00% | 2.62M shares | 64.57M | 2.62M |