Meristem Family Wealth, LLC Ishares S&P Smallcap 600 Value Transaction History

Meristem Family Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$82.45 - $101.32 $170,671 - $209,732	-2,070 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$97.08 - $107.22 $44,074 - $48,677	-454 Reduced 17.99%	2,070 $212,000
Q4 2021 Feb 10, 2022	SELL	$99.12 - $110.76 $79,890 - $89,272	-806 Reduced 24.2%	2,524 $264,000
Q3 2021 Nov 15, 2021	BUY	$96.17 - $106.29 $121,174 - $133,925	1,260 Added 60.87%	3,330 $335,000
Q1 2021 May 12, 2021	BUY	$80.37 - $107.94 $166,365 - $223,435	2,070 New	2,070 $209,000

850

40.9M

20K

11.6K

Get notified when there are updates to the investment portfolio of Meristem Family Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Meristem Family Wealth, LLC with notifications on news.