LWM
DD

Lyell Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Lyell Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,411
Closed -$679K – 109
2017
Q2 		$679K Buy
8,411
+450
+6% +$36.3K 0.33% 69
2017
Q1 		$640K Sell
7,961
-1,880
-19% -$151K 0.35% 69
2016
Q4 		$722K Buy
+9,841
New +$722K 0.45% 63