Geo Wealth Management, LLC Spdr Portfolio Long Term Corpo Transaction History

Geo Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$23.44 - $28.02 $796,491 - $952,119	-33,980 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$26.79 - $30.98 $106,704 - $123,393	-3,983 Reduced 10.49%	33,980 $942,000
Q4 2021 Feb 14, 2022	BUY	$30.89 - $32.39 $82,754 - $86,772	2,679 Added 7.59%	37,963 $1.19 Million
Q3 2021 Nov 12, 2021	SELL	$31.36 - $32.63 $239,778 - $249,488	-7,646 Reduced 17.81%	35,284 $1.11 Million
Q2 2021 Aug 17, 2021	BUY	$30.01 - $31.87 $213,010 - $226,213	7,098 Added 19.81%	42,930 $1.36 Million
Q1 2021 May 13, 2021	BUY	$29.49 - $32.83 $338,663 - $377,019	11,484 Added 47.17%	35,832 $1.08 Million
Q4 2020 Feb 12, 2021	BUY	$31.41 - $33.28 $764,770 - $810,301	24,348 New	24,348 $808,000

146

30.2M

11.4K

18.5K

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