GEOWEALTH MANAGEMENT, LLC – First Trust Institutional Preferred Securities and Income ETF Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$938,000
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.22%
quarter
First Trust Institutional Preferred Securities and Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +163.87% | 33.96K shares | 571K | $17.15 | 54.68K |
| Q2 2022 | share | Increase | +9.76% | 1.84K shares | 1K | $17.72 | 20.72K |
| Q1 2022 | share | Increase | +16.70% | 2.70K shares | 36K | $19.4 | 18.88K |
| Q4 2021 | share | Increase | +36.23% | 4.30K shares | 85K | $20.41 | 16.18K |
| Q3 2021 | share | Increase | 0.00% | 11.87K shares | 245K | $20.5 | 11.87K |
| Q2 2020 | share | Decrease | -100.00% | -25.15K shares | -425K | $17.62 | 0 |
| Q1 2020 | share | Decrease | -12.70% | -3.65K shares | -153K | $15.61 | 25.15K |
| Q4 2019 | share | Increase | 0.00% | 28.81K shares | 578K | $18.27 | 28.81K |