Bragg Financial Advisors’s LyondellBasell Industries LYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,027
| Closed | -$629K | – | 270 |
|
|
2019
Q3 | $629K | Hold |
7,027
| – | – | 0.08% | 183 |
|
|
2019
Q2 | $605K | Sell |
7,027
-4,973
| -41% | -$428K | 0.07% | 184 |
|
|
2019
Q1 | $1.01M | Hold |
12,000
| – | – | 0.13% | 156 |
|
|
2018
Q4 | $998K | Hold |
12,000
| – | – | 0.15% | 154 |
|
|
2018
Q3 | $1.23M | Hold |
12,000
| – | – | 0.17% | 151 |
|
|
2018
Q2 | $1.32M | Hold |
12,000
| – | – | 0.19% | 146 |
|
|
2018
Q1 | $1.27M | Hold |
12,000
| – | – | 0.19% | 149 |
|
|
2017
Q4 | $1.32M | Hold |
12,000
| – | – | 0.19% | 145 |
|
|
2017
Q3 | $1.19M | Hold |
12,000
| – | – | 0.18% | 151 |
|
|
2017
Q2 | $1.01M | Hold |
12,000
| – | – | 0.16% | 161 |
|
|
2017
Q1 | $1.09M | Hold |
12,000
| – | – | 0.18% | 153 |
|
|
2016
Q4 | $1.03M | Hold |
12,000
| – | – | 0.17% | 164 |
|
|
2016
Q3 | $968K | Hold |
12,000
| – | – | 0.17% | 161 |
|
|
2016
Q2 | $893K | Buy |
12,000
+2,500
| +26% | +$186K | 0.16% | 165 |
|
|
2016
Q1 | $813K | Hold |
9,500
| – | – | 0.16% | 163 |
|
|
2015
Q4 | $826K | Hold |
9,500
| – | – | 0.18% | 153 |
|
|
2015
Q3 | $792K | Sell |
9,500
-9,500
| -50% | -$792K | 0.19% | 144 |
|
|
2015
Q2 | $1.97M | Buy |
+19,000
| New | +$1.97M | 0.45% | 88 |
|