GeoWealth Management’s Peabody Energy BTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,741
Closed -$291K 356
2022
Q3
$291K Sell
11,741
-4,750
-29% -$118K 0.03% 202
2022
Q2
$352K Buy
+16,491
New +$352K 0.05% 196