Lyell Wealth Management, LP Schwab Strategic U.S. Reit ETF Transaction History

Lyell Wealth Management, LP

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	BUY	$18.45 - $23.6 $1,752 - $2,242	95 Added 0.78%	12,251 $229,000
Q2 2022 Jul 28, 2022	BUY	$20.18 - $25.97 $1,594 - $2,051	79 Added 0.65%	12,156 $256,000
Q1 2022 May 04, 2022	BUY	$22.75 - $26.16 $137,546 - $158,163	6,046 Added 100.25%	12,077 $301,000
Q4 2021 Feb 08, 2022	BUY	$22.99 - $26.35 $138,652 - $158,916	6,031 New	6,031 $318,000

500

255M

28.4K

83.1K

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