Meristem Family Wealth’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-820	Closed	-$348K	–	429
2021 Q3	$348K	Buy	820 +90	+12%	+$38.2K	0.03%	283
2021 Q2	$300K	Hold	730	–	–	0.05%	252
2021 Q1	$258K	Buy	+730	New	+$258K	0.05%	198