Lyell Wealth Management, LP Ishares Russell 2000 Gwt ETF Transaction History

Lyell Wealth Management, LP

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 08, 2022	SELL	$280.02 - $327.35 $266,019 - $310,982	-950 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$278.74 - $313.3 $234,141 - $263,172	-840 Reduced 46.93%	950 $296,000
Q1 2021 May 07, 2021	BUY	$282.5 - $336.63 $296,625 - $353,461	1,050 Added 141.89%	1,790 $538,000
Q4 2020 Feb 04, 2021	BUY	$223.17 - $294.86 $165,145 - $218,196	740 New	740 $212,000

990

33.3M

84K

36K

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