Meristem Family Wealth’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,840
| Closed | -$203K | – | 388 |
|
|
2021
Q4 | $203K | Sell |
5,840
-3,041
| -34% | -$106K | 0.02% | 371 |
|
|
2021
Q3 | $486K | Sell |
8,881
-30
| -0.3% | -$1.64K | 0.05% | 231 |
|
|
2021
Q2 | $674K | Sell |
8,911
-338
| -4% | -$25.6K | 0.11% | 136 |
|
|
2021
Q1 | $706K | Hold |
9,249
| – | – | 0.14% | 97 |
|
|
2020
Q4 | $732K | Buy |
+9,249
| New | +$732K | 0.16% | 82 |
|