Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 06, 2019

SELL
N/A
-22,580 Closed
0 $0
Q2 2019

Aug 01, 2019

SELL
N/A
-13,042 Reduced 36.61%
22,580 $2.24 Million
Q1 2019

May 06, 2019

BUY
N/A
10,407 Added 41.27%
35,622 $3.93 Million
Q4 2018

Feb 11, 2019

BUY
N/A
25,215 New
25,215 $2.32 Million
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.