GEOWEALTH MANAGEMENT, LLC – iShares U.S. Financial Services ETF Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$2.52M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.71%
quarter
iShares U.S. Financial Services ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.80% | -1.10K shares | -289K | $141.24 | 17.89K |
| Q2 2022 | share | Decrease | -37.99% | -11.64K shares | -2.70M | $148.22 | 19.00K |
| Q1 2022 | share | Decrease | -13.60% | -4.82K shares | -1.32M | $180.33 | 30.64K |
| Q4 2021 | share | Decrease | -2.15% | -778 shares | 27K | $193.45 | 35.46K |
| Q3 2021 | share | Increase | +0.20% | 72 shares | 119K | $188.18 | 36.24K |
| Q2 2021 | share | Increase | +39.97% | 10.33K shares | 2.27M | $184.52 | 36.17K |
| Q1 2021 | share | Increase | +29.34% | 5.86K shares | 1.42M | $170.26 | 25.84K |
| Q4 2020 | share | Increase | 0.00% | 19.98K shares | 3.00M | $148.69 | 19.98K |