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
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
2017
Q2 		$679K Buy
2017
Q1 		$640K Sell
2016
Q4 		$722K Buy