GEOWEALTH MANAGEMENT, LLC – Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
23.74M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.28%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.59% | 38.16K shares | 527K | 1.10M | |
| Q2 2022 | share | Decrease | -23.47% | -325.69K shares | -10.37M | 1.06M | |
| Q1 2022 | share | Increase | +2.69% | 36.37K shares | -1.56M | 1.38M | |
| Q4 2021 | share | Increase | +15.24% | 178.70K shares | 5.27M | 1.35M | |
| Q3 2021 | share | Decrease | -14.61% | -200.74K shares | -5.27M | 1.17M | |
| Q2 2021 | share | Increase | +6.21% | 80.36K shares | 3.42M | 1.37M | |
| Q1 2021 | share | Increase | +1.10% | 14.05K shares | 519K | 1.29M | |
| Q4 2020 | share | Increase | 0.00% | 1.27M shares | 31.22M | 1.27M |