Meristem Family Wealth, LLC Ishares Msci Usa Quality Facto Transaction History

Meristem Family Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$103.94 - $126.48 $499,223 - $607,483	-4,803 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$123.55 - $145.17 $14,826 - $17,420	-120 Reduced 2.44%	4,803 $647,000
Q3 2021 Nov 15, 2021	BUY	$131.73 - $141.78 $95,767 - $103,074	727 Added 17.33%	4,923 $649,000
Q2 2020 Aug 06, 2020	SELL	$77.66 - $101.43 $12,580 - $16,431	-162 Reduced 3.72%	4,196 $402,000
Q1 2020 May 12, 2020	SELL	$69.28 - $105.06 $4,503 - $6,828	-65 Reduced 1.47%	4,358 $353,000
Q4 2019 Jan 31, 2020	BUY	$89.66 - $101.3 $20,352 - $22,995	227 Added 5.41%	4,423 $447,000
Q3 2019 Nov 08, 2019	BUY	$88.14 - $94.1 $369,835 - $394,843	4,196 New	4,196 $388,000

1,445

226M

16.1K

9.2K

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.