GEOWEALTH MANAGEMENT, LLC – JPMorgan BetaBuilders MSCI U.S. REIT ETF Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$525,000
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.78%
quarter
JPMorgan BetaBuilders MSCI U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.02% | 719 shares | 0 | $78.36 | 6.69K |
| Q2 2022 | share | Increase | +33.90% | 1.51K shares | 50K | $87.83 | 5.98K |
| Q1 2022 | share | Decrease | -22.57% | -1.30K shares | -165K | $106.4 | 4.46K |
| Q4 2021 | share | Decrease | -3.24% | -193 shares | 67K | $110.78 | 5.76K |
| Q3 2021 | share | Decrease | -30.59% | -2.62K shares | -252K | $96.17 | 5.96K |
| Q2 2021 | share | Increase | 0.00% | 8.58K shares | 825K | $95.19 | 8.58K |
| Q1 2021 | share | Decrease | -100.00% | -6.20K shares | -491K | $85.1 | 0 |
| Q4 2020 | share | Increase | +95.65% | 3.03K shares | 262K | $78.24 | 6.20K |
| Q3 2020 | share | Increase | 0.00% | 3.17K shares | 229K | $70.24 | 3.17K |
| Q4 2019 | share | Decrease | -100.00% | -9.44K shares | -851K | $84.68 | 0 |
| Q3 2019 | share | Increase | 0.00% | 9.44K shares | 851K | $85.27 | 9.44K |