GEOWEALTH MANAGEMENT, LLC – Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
905,000
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.80%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.92% | 401 shares | -8K | 21.32K | |
| Q2 2022 | share | Decrease | -22.10% | -5.93K shares | -401K | 20.92K | |
| Q1 2022 | share | Increase | +5.70% | 1.44K shares | 0 | 26.85K | |
| Q4 2021 | share | Decrease | -28.57% | -10.16K shares | -540K | 25.40K | |
| Q3 2021 | share | Decrease | -21.64% | -9.82K shares | -520K | 35.56K | |
| Q2 2021 | share | Increase | 0.00% | 45.39K shares | 2.37M | 45.39K | |
| Q1 2021 | share | Decrease | -100.00% | -40.96K shares | -2.12M | 0 | |
| Q4 2020 | share | Decrease | -0.57% | -234 shares | 69K | 40.96K | |
| Q3 2020 | share | Increase | +64.00% | 16.07K shares | 836K | 41.19K | |
| Q2 2020 | share | Decrease | -14.65% | -4.31K shares | -83K | 25.12K | |
| Q1 2020 | share | Increase | +174.57% | 18.71K shares | 749K | 29.43K | |
| Q4 2019 | share | Decrease | -87.37% | -74.15K shares | -3.80M | 10.72K | |
| Q3 2019 | share | Increase | +1820.71% | 80.45K shares | 4.13M | 84.87K | |
| Q2 2019 | share | Increase | 0.00% | 4.41K shares | 226K | 4.41K |