BDF
Balasa Dinverno & Foltz’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,991
| Closed | -$262K | – | 347 |
|
|
2022
Q2 | $262K | Buy |
2,991
+117
| +4% | +$10.2K | 0.02% | 287 |
|
|
2022
Q1 | $296K | Buy |
+2,874
| New | +$296K | 0.02% | 270 |
|
|
2020
Q1 | – | Sell |
-2,139
| Closed | -$202K | – | 269 |
|
|
2019
Q4 | $202K | Buy |
+2,139
| New | +$202K | 0.02% | 255 |
|
|
2019
Q2 | – | Sell |
-4,719
| Closed | -$397K | – | 255 |
|
|
2019
Q1 | $397K | Buy |
4,719
+627
| +15% | +$52.7K | 0.05% | 156 |
|
|
2018
Q4 | $340K | Sell |
4,092
-1,388
| -25% | -$115K | 0.04% | 166 |
|
|
2018
Q3 | $562K | Buy |
5,480
+177
| +3% | +$18.2K | 0.06% | 128 |
|
|
2018
Q2 | $583K | Buy |
5,303
+2,157
| +69% | +$237K | 0.08% | 109 |
|
|
2018
Q1 | $332K | Buy |
3,146
+523
| +20% | +$55.2K | 0.05% | 152 |
|
|
2017
Q4 | $289K | Buy |
2,623
+403
| +18% | +$44.4K | 0.04% | 174 |
|
|
2017
Q3 | $220K | Buy |
+2,220
| New | +$220K | 0.03% | 191 |
|
|
2017
Q2 | – | Sell |
-4,990
| Closed | -$455K | – | 210 |
|
|
2017
Q1 | $455K | Sell |
4,990
-1,192
| -19% | -$109K | 0.08% | 116 |
|
|
2016
Q4 | $530K | Buy |
6,182
+2,166
| +54% | +$186K | 0.09% | 89 |
|
|
2016
Q3 | $324K | Buy |
4,016
+389
| +11% | +$31.4K | 0.06% | 126 |
|
|
2016
Q2 | $270K | Sell |
3,627
-1,383
| -28% | -$103K | 0.05% | 143 |
|
|
2016
Q1 | $429K | Sell |
5,010
-1,101
| -18% | -$94.3K | 0.08% | 101 |
|
|
2015
Q4 | $531K | Buy |
6,111
+3,154
| +107% | +$274K | 0.09% | 87 |
|
|
2015
Q3 | $246K | Sell |
2,957
-1,229
| -29% | -$102K | 0.04% | 167 |
|
|
2015
Q2 | $433K | Buy |
4,186
+1,902
| +83% | +$197K | 0.07% | 104 |
|
|
2015
Q1 | $201K | Buy |
+2,284
| New | +$201K | 0.03% | 199 |
|