GEOWEALTH MANAGEMENT, LLC – Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$684,000
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.32% | -4.06K shares | -209K | $28.13 | 24.30K |
| Q2 2022 | share | Increase | +0.84% | 236 shares | -137K | $31.45 | 28.36K |
| Q1 2022 | share | Decrease | -0.53% | -151 shares | -72K | $36.72 | 28.13K |
| Q4 2021 | share | Increase | +40.01% | 8.08K shares | 320K | $38.93 | 28.28K |
| Q3 2021 | share | Increase | +74.91% | 8.65K shares | 328K | $38.7 | 20.2K |
| Q2 2021 | share | Increase | +19.64% | 1.89K shares | 89K | $39.45 | 11.54K |
| Q1 2021 | share | Increase | +17.75% | 1.45K shares | 72K | $37.3 | 9.65K |
| Q4 2020 | share | Increase | +33.63% | 2.06K shares | 101K | $35.7 | 8.19K |
| Q3 2020 | share | Increase | 0.00% | 6.13K shares | 192K | $30.69 | 6.13K |
| Q4 2019 | share | Decrease | -100.00% | -6.89K shares | -220K | $32.61 | 0 |
| Q3 2019 | share | Increase | 0.00% | 6.89K shares | 220K | $30.22 | 6.89K |