BWM
BerganKDV Wealth Management’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.19K | Sell |
13
-28
| -68% | -$2.57K | ﹤0.01% | 740 |
|
|
2023
Q1 | $3.88K | Hold |
41
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $3.43K | Sell |
41
-1
| -2% | -$84 | ﹤0.01% | 731 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 761 |
|
|
2022
Q2 | $4K | Sell |
42
-1
| -2% | -$95 | ﹤0.01% | 734 |
|
|
2022
Q1 | $4K | Sell |
43
-1
| -2% | -$93 | ﹤0.01% | 762 |
|
|
2021
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 820 |
|
|
2021
Q3 | $4K | Sell |
44
-114
| -72% | -$10.4K | ﹤0.01% | 783 |
|
|
2021
Q2 | $16K | Hold |
158
| – | – | ﹤0.01% | 543 |
|
|
2021
Q1 | $16K | Sell |
158
-314
| -67% | -$31.8K | ﹤0.01% | 517 |
|
|
2020
Q4 | $43K | Buy |
472
+158
| +50% | +$14.4K | 0.01% | 369 |
|
|
2020
Q3 | $22K | Sell |
314
-2,372
| -88% | -$166K | ﹤0.01% | 413 |
|
|
2020
Q2 | $177K | Sell |
2,686
-19,838
| -88% | -$1.31M | 0.03% | 229 |
|
|
2020
Q1 | $1.12M | Buy |
22,524
+2,060
| +10% | +$102K | 0.23% | 85 |
|
|
2019
Q4 | $1.93M | Sell |
20,464
-2,000
| -9% | -$189K | 0.34% | 63 |
|
|
2019
Q3 | $2.01M | Buy |
22,464
+1,575
| +8% | +$141K | 0.4% | 55 |
|
|
2019
Q2 | $1.8M | Buy |
+20,889
| New | +$1.8M | 0.36% | 61 |
|