LWM
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Lyell Wealth Management’s Upwork UPWK Stock Holding History

Lyell Wealth Management’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-37,938
Closed -$610K – 125
2019
Q2 		$610K Buy
+37,938
New +$610K 0.18% 83