Lyell Wealth Management, LP Ishares Ibonds Dec 2022 Term C Transaction History

Lyell Wealth Management, LP

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	SELL	N/A	-104,103 Reduced 52.68%	93,495 $2.34 Million
Q2 2022 Jul 28, 2022	BUY	N/A	11,350 Added 6.09%	197,598 $4.94 Million
Q1 2022 May 04, 2022	BUY	N/A	700 Added 0.38%	186,248 $4.66 Million
Q4 2021 Feb 08, 2022	SELL	N/A	-6,195 Reduced 3.23%	185,548 $4.67 Million
Q3 2021 Nov 10, 2021	SELL	N/A	-2,800 Reduced 1.44%	191,743 $4.86 Million
Q2 2021 Aug 09, 2021	BUY	N/A	550 Added 0.28%	194,543 $4.94 Million
Q1 2021 May 07, 2021	BUY	N/A	16,709 Added 9.42%	193,993 $4.94 Million
Q4 2020 Feb 04, 2021	SELL	N/A	-2,728 Reduced 1.52%	177,284 $4.53 Million
Q3 2020 Nov 04, 2020	BUY	N/A	11,625 Added 6.9%	180,012 $4.61 Million
Q2 2020 Jul 30, 2020	BUY	N/A	29,090 Added 20.88%	168,387 $4.32 Million
Q1 2020 May 11, 2020	BUY	N/A	1,444 Added 1.05%	139,297 $3.45 Million
Q4 2019 Feb 05, 2020	BUY	N/A	11,025 Added 8.69%	137,853 $3.49 Million
Q3 2019 Nov 06, 2019	BUY	N/A	14,425 Added 12.83%	126,828 $3.21 Million
Q2 2019 Aug 01, 2019	BUY	N/A	5,150 Added 4.8%	112,403 $2.84 Million
Q1 2019 May 06, 2019	BUY	N/A	6,570 Added 6.53%	107,253 $2.67 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-1,520 Reduced 1.49%	100,683 $2.43 Million
Q3 2018 Oct 30, 2018	BUY	N/A	1,350 Added 1.34%	102,203 $2.49 Million
Q2 2018 Jul 30, 2018	BUY	N/A	4,200 Added 4.35%	100,853 $2.46 Million
Q1 2018 May 07, 2018	BUY	N/A	3,250 Added 3.48%	96,653 $2.37 Million
Q4 2017 Jan 30, 2018	BUY	N/A	375 Added 0.4%	93,403 $2.33 Million
Q3 2017 Oct 26, 2017	BUY	N/A	93,028	93,028 $2.35 Million

90.4K

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