Geo Wealth Management, LLC Ishares Tr Yield Optimized Bd Transaction History

Geo Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	N/A	-18,391 Reduced 99.66%	63 $1,000
Q4 2022 Feb 13, 2023	SELL	N/A	-17,835 Reduced 49.15%	18,454 $400,000
Q3 2022 Nov 14, 2022	SELL	N/A	-576 Reduced 1.56%	36,289 $772,000
Q2 2022 Aug 12, 2022	BUY	N/A	461 Added 1.27%	36,865 $812,000
Q1 2022 May 13, 2022	BUY	N/A	567 Added 1.58%	36,404 $856,000
Q4 2021 Feb 14, 2022	BUY	N/A	2,892 Added 8.78%	35,837 $897,000
Q3 2021 Nov 12, 2021	BUY	N/A	32,945 New	32,945 $828,000

5.55M

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Geo Wealth Management, LLC with notifications on news.