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

757

30.7M

9.6K

5.7K

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