Lyell Wealth Management, LP Fidelity Covington Tr Msci Inf Transaction History

Lyell Wealth Management, LP

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	SELL	$118.9 - $144.37 $70,864 - $86,044	-596 Reduced 29.16%	1,448 $207,000
Q3 2023 Oct 31, 2023	BUY	$121.1 - $135.73 $484 - $542	4 Added 0.2%	2,044 $251,000
Q2 2023 Aug 04, 2023	BUY	$108.86 - $131.04 $435 - $524	4 Added 0.2%	2,040 $266,000
Q1 2023 May 03, 2023	BUY	$92.02 - $113.95 $187,352 - $232,002	2,036 New	2,036 $232,000
Q2 2022 Jul 28, 2022	SELL	$93.52 - $125.2 $211,168 - $282,701	-2,258 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$108.47 - $136.53 $433 - $546	4 Added 0.18%	2,258 $278,000
Q4 2021 Feb 08, 2022	BUY	$117.3 - $137.67 $264,394 - $310,308	2,254 New	2,254 $305,000

475

16.7M

18K

4.9K

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