GEOWEALTH MANAGEMENT, LLC – Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
3.58M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.46%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -32.23% | -78.93K shares | -1.78M | 166.00K | |
| Q2 2022 | share | Decrease | -27.79% | -94.28K shares | -2.83M | 244.94K | |
| Q1 2022 | share | Increase | +20.16% | 56.92K shares | 774K | 339.22K | |
| Q4 2021 | share | Decrease | -1.54% | -4.42K shares | 145K | 282.30K | |
| Q3 2021 | share | Increase | +47.11% | 91.82K shares | 2.32M | 286.72K | |
| Q2 2021 | share | Increase | +4.86% | 9.03K shares | 411K | 194.90K | |
| Q1 2021 | share | Increase | +7.61% | 13.14K shares | 368K | 185.86K | |
| Q4 2020 | share | Increase | 0.00% | 172.72K shares | 4.18M | 172.72K |