LYELL WEALTH MANAGEMENT, LP – The Charles Schwab Corporation Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$680,000
portfolio value
LYELL WEALTH MANAGEMENT, LP quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.55% | 745 shares | 130K | $71.87 | 9.45K |
| Q2 2022 | share | Increase | +0.06% | 5 shares | -184K | $63.18 | 8.71K |
| Q1 2022 | share | Increase | 0.00% | 8.70K shares | 734K | $84.31 | 8.70K |