Geo Wealth Management, LLC Global X Fdsnasdaq 100 Covered Transaction History

Geo Wealth Management, LLC

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$17.09 - $18.0 $453,654 - $477,810	-26,545 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$17.09 - $18.0 $30,762 - $32,400	1,800 Added 7.27%	26,545 $475,000
Q4 2023 Feb 13, 2024	SELL	$16.3 - $17.51 $142,576 - $153,159	-8,747 Reduced 26.12%	24,745 $429,000
Q3 2023 Nov 13, 2023	SELL	$16.58 - $18.05 $60,434 - $65,792	-3,645 Reduced 9.82%	33,492 $561,000
Q2 2023 Aug 10, 2023	BUY	$16.93 - $17.8 $93,995 - $98,825	5,552 Added 17.58%	37,137 $659,000

Q1 2023 May 12, 2023	BUY	$15.76 - $17.15 $190,617 - $207,429	12,095 Added 62.06%	31,585 $541,000
Q4 2022 Feb 13, 2023	SELL	$15.77 - $16.71 $48,461 - $51,349	-3,073 Reduced 13.62%	19,490 $310,000
Q3 2022 Nov 14, 2022	BUY	N/A	9,369 Added 71.01%	22,563 $354,000
Q2 2022 Aug 12, 2022	SELL	N/A	-1,337 Reduced 9.2%	13,194 $231,000
Q1 2022 May 13, 2022	BUY	N/A	35 Added 0.24%	14,531 $305,000
Q4 2021 Feb 14, 2022	BUY	N/A	1,075 Added 8.01%	14,496 $322,000
Q3 2021 Nov 12, 2021	BUY	N/A	895 Added 7.15%	13,421 $296,000
Q2 2021 Aug 17, 2021	BUY	N/A	435 Added 3.6%	12,526 $281,000
Q1 2021 May 13, 2021	SELL	N/A	-2,087 Reduced 14.72%	12,091 $273,000
Q4 2020 Feb 12, 2021	BUY	N/A	673 Added 4.98%	14,178 $324,000
Q3 2020 Nov 13, 2020	SELL	N/A	-4,499 Reduced 24.99%	13,505 $291,000
Q2 2020 Aug 14, 2020	SELL	N/A	-297 Reduced 1.62%	18,004 $378,000
Q1 2020 May 13, 2020	BUY	N/A	8,232 Added 81.76%	18,301 $352,000
Q4 2019 Feb 13, 2020	BUY	N/A	10,069 New	10,069 $237,000

397

99.4M

7.73M

88.1K

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