Geo Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Geo Wealth Management, LLC

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$30.16 - $32.57 $2.06 Million - $2.23 Million	-68,450 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$30.16 - $32.57 $197,005 - $212,747	-6,532 Reduced 8.71%	68,450 $2.22 Million
Q4 2023 Feb 13, 2024	BUY	$27.19 - $31.79 $263,471 - $308,045	9,690 Added 14.84%	74,982 $2.38 Million
Q3 2023 Nov 13, 2023	BUY	$29.06 - $31.84 $195,050 - $213,710	6,712 Added 11.46%	65,292 $1.9 Million
Q2 2023 Aug 10, 2023	BUY	$29.92 - $31.69 $225,028 - $238,340	7,521 Added 14.73%	58,580 $1.79 Million

Q1 2023 May 12, 2023	BUY	$29.24 - $32.3 $250,586 - $276,811	8,570 Added 20.17%	51,059 $1.58 Million
Q4 2022 Feb 13, 2023	BUY	$26.89 - $30.49 $224,961 - $255,079	8,366 Added 24.52%	42,489 $1.25 Million
Q3 2022 Nov 14, 2022	BUY	N/A	9,126 Added 36.51%	34,123 $886,000
Q2 2022 Aug 12, 2022	BUY	N/A	2,533 Added 11.28%	24,997 $724,000
Q1 2022 May 13, 2022	SELL	N/A	-100 Reduced 0.44%	22,464 $793,000
Q4 2021 Feb 14, 2022	BUY	N/A	2,494 Added 12.43%	22,564 $852,000
Q3 2021 Nov 12, 2021	SELL	N/A	-13,284 Reduced 39.83%	20,070 $774,000
Q2 2021 Aug 17, 2021	BUY	N/A	622 Added 1.9%	33,354 $1.29 Million
Q1 2021 May 13, 2021	BUY	N/A	2,008 Added 6.54%	32,732 $1.22 Million
Q4 2020 Feb 12, 2021	BUY	N/A	11,684 Added 61.37%	30,724 $1.08 Million
Q3 2020 Nov 13, 2020	BUY	N/A	8,975 Added 89.17%	19,040 $579,000
Q2 2020 Aug 14, 2020	BUY	N/A	649 Added 6.89%	10,065 $276,000
Q1 2020 May 13, 2020	BUY	N/A	9,416 New	9,416 $214,000
Q4 2019 Feb 13, 2020	SELL	N/A	-9,682 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	N/A	9,682 New	9,682 $284,000

221

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