BWM
Biltmore Wealth Management’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,379
| Closed | -$281K | – | 60 |
|
|
2018
Q4 | $281K | Sell |
3,379
-1,559
| -32% | -$130K | 0.31% | 33 |
|
|
2018
Q3 | $506K | Buy |
4,938
+878
| +22% | +$90K | 0.42% | 32 |
|
|
2018
Q2 | $446K | Sell |
4,060
-192
| -5% | -$21.1K | 0.4% | 29 |
|
|
2018
Q1 | $449K | Buy |
4,252
+75
| +2% | +$7.92K | 0.43% | 27 |
|
|
2017
Q4 | $461K | Sell |
4,177
-12
| -0.3% | -$1.32K | 0.42% | 28 |
|
|
2017
Q3 | $415K | Sell |
4,189
-4,547
| -52% | -$450K | 0.44% | 27 |
|
|
2017
Q2 | $737K | Buy |
8,736
+331
| +4% | +$27.9K | 0.83% | 18 |
|
|
2017
Q1 | $766K | Buy |
8,405
+30
| +0.4% | +$2.73K | 0.71% | 15 |
|
|
2016
Q4 | $718K | Hold |
8,375
| – | – | 0.67% | 12 |
|
|
2016
Q3 | $676K | Sell |
8,375
-128
| -2% | -$10.3K | 0.6% | 15 |
|
|
2016
Q2 | $633K | Hold |
8,503
| – | – | 0.53% | 16 |
|
|
2016
Q1 | $728K | Sell |
8,503
-118
| -1% | -$10.1K | 0.61% | 16 |
|
|
2015
Q4 | $749K | Buy |
+8,621
| New | +$749K | 0.67% | 17 |
|