Lyell Wealth Management, LP Ishares S&P Midcap 400 Value E Transaction History

Lyell Wealth Management, LP

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$109.27 - $118.29 $30,049 - $32,529	-275 Reduced 11.75%	2,065 $244,000
Q4 2023 Feb 02, 2024	SELL	$93.05 - $115.17 $6,978 - $8,637	-75 Reduced 3.11%	2,340 $266,000
Q3 2023 Oct 31, 2023	SELL	$99.46 - $111.92 $25,859 - $29,099	-260 Reduced 9.72%	2,415 $243,000
Q1 2023 May 03, 2023	BUY	$97.23 - $116.09 $260,090 - $310,540	2,675 New	2,675 $274,000
Q1 2021 May 07, 2021	SELL	$84.81 - $105.35 $208,632 - $259,161	-2,460 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$68.27 - $86.35 $167,944 - $212,421	2,460 New	2,460 $212,000

786

42.2M

100

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