LWM
FLGE

Lyell Wealth Management’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Lyell Wealth Management’s Portfolio FLGE Stock Details FLGE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$365K Hold
2021
Q2 		$358K Hold
2021
Q1 		$290K Hold
2020
Q4 		$285K Hold
2020
Q3 		$234K Buy
2020
Q1 		– Sell
2019
Q4 		$207K Buy