Meristem Family Wealth, LLC Ishares S&P Small Cap 600 Grow Transaction History

Meristem Family Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$100.74 - $123.41 $385,834 - $472,660	-3,830 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$119.16 - $140.17 $117,253 - $137,927	-984 Reduced 20.44%	3,830 $479,000
Q4 2021 Feb 10, 2022	SELL	$130.52 - $143.62 $118,773 - $130,694	-910 Reduced 15.9%	4,814 $668,000
Q3 2021 Nov 15, 2021	BUY	$125.08 - $136.86 $163,604 - $179,012	1,308 Added 29.62%	5,724 $744,000
Q4 2020 Feb 12, 2021	BUY	$89.39 - $115.31 $197,373 - $254,604	2,208 Added 100.0%	4,416 $504,000
Q1 2020 May 12, 2020	BUY	$59.73 - $99.87 $17,500 - $29,261	293 Added 15.3%	2,208 $304,000
Q3 2019 Nov 08, 2019	BUY	$86.64 - $92.93 $165,915 - $177,960	1,915 New	1,915 $342,000

759

30.7M

9.6K

5.7K

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.