GEOWEALTH MANAGEMENT, LLC Transaction History

GEOWEALTH MANAGEMENT, LLC portfolio value:

2.43M
portfolio value

GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:

-2.54%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -2.59% -7.49K shares -130K 281.59K
Q2 2022 share Increase +0.18% 516 shares -103K 289.09K
Q1 2022 share Increase +0.42% 1.19K shares -85K 288.57K
Q4 2021 share Increase +6.65% 17.90K shares 156K 287.38K
Q3 2021 share Increase 0.00% 269.47K shares 2.59M 269.47K