Meristem Family Wealth, LLC DSI Holdings History
Meristem Family Wealth, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2022-09-30, Meristem Family Wealth, LLC held - shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Meristem Family Wealth, LLC now holds 0% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2014Q2. And since then Meristem Family Wealth, LLC has made 6 purchases of DSI, at an average price of $50.15, for a total of 31,464.00 shares. In addition, there have been 7 sales at an average price of $52.40 for 31,464.00 shares. Based on historical transaction data and DSI's current price of $117.67, Meristem Family Wealth, LLC's estimated gain on his DSI holdings is $70,820.92, reflecting a 4.49% gain to date.
Meristem Family Wealth, LLC DSI ($117.67) Holding Chart
Meristem Family Wealth, LLC DSI ($117.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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