Meristem Family Wealth’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,485
| Closed | -$264K | – | 415 |
|
|
2021
Q3 | $264K | Hold |
4,485
| – | – | 0.03% | 342 |
|
|
2021
Q2 | $284K | Hold |
4,485
| – | – | 0.04% | 260 |
|
|
2021
Q1 | $237K | Sell |
4,485
-315
| -7% | -$16.6K | 0.05% | 205 |
|
|
2020
Q4 | $299K | Hold |
4,800
| – | – | 0.06% | 174 |
|
|
2020
Q3 | $250K | Buy |
+4,800
| New | +$250K | 0.06% | 162 |
|