GEOWEALTH MANAGEMENT, LLC – Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
4.08M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.33% | 4.28K shares | 88K | 84.56K | |
| Q2 2022 | share | Increase | +2.83% | 2.21K shares | -70K | 80.28K | |
| Q1 2022 | share | Increase | +10.32% | 7.30K shares | 212K | 78.07K | |
| Q4 2021 | share | Increase | +13.90% | 8.63K shares | 439K | 70.76K | |
| Q3 2021 | share | Decrease | -18.02% | -13.65K shares | -758K | 62.13K | |
| Q2 2021 | share | Increase | 0.00% | 75.79K shares | 4.17M | 75.79K | |
| Q1 2021 | share | Decrease | -100.00% | -63.86K shares | -3.58M | 0 | |
| Q4 2020 | share | Decrease | -5.76% | -3.90K shares | -189K | 63.86K | |
| Q3 2020 | share | Increase | +42.33% | 20.15K shares | 1.12M | 67.76K | |
| Q2 2020 | share | Increase | +36.41% | 12.70K shares | 741K | 47.61K | |
| Q1 2020 | share | Decrease | -18.07% | -7.7K shares | -425K | 34.90K | |
| Q4 2019 | share | Decrease | -31.27% | -19.38K shares | -1.12M | 42.60K | |
| Q3 2019 | share | Increase | +510.18% | 51.82K shares | 2.90M | 61.98K | |
| Q2 2019 | share | Increase | 0.00% | 10.15K shares | 553K | 10.15K |