Geo Wealth Management, LLC First Tr Exchange Traded Fd Transaction History

Geo Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$43.78 - $55.49 $333,165 - $422,278	-7,610 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$51.73 - $62.62 $21,726 - $26,300	420 Added 5.84%	7,610 $415,000
Q4 2021 Feb 14, 2022	SELL	$58.25 - $65.57 $140,033 - $157,630	-2,404 Reduced 25.06%	7,190 $446,000
Q3 2021 Nov 12, 2021	BUY	$58.02 - $62.89 $148,647 - $161,124	2,562 Added 36.43%	9,594 $567,000
Q2 2021 Aug 17, 2021	BUY	$58.03 - $61.76 $408,066 - $434,296	7,032 New	7,032 $427,000

151

22.4M

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.