CWS
Confluence Wealth Services’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,811
| Closed | -$941K | – | 342 |
|
|
2024
Q3 | $941K | Buy |
9,811
+659
| +7% | +$63.2K | 0.07% | 151 |
|
|
2024
Q2 | $876K | Buy |
9,152
+1,373
| +18% | +$131K | 0.07% | 167 |
|
|
2024
Q1 | $796K | Buy |
7,779
+633
| +9% | +$64.7K | 0.07% | 157 |
|
|
2023
Q4 | $679K | Buy |
7,146
+1,269
| +22% | +$121K | 0.07% | 152 |
|
|
2023
Q3 | $557K | Buy |
5,877
+935
| +19% | +$88.5K | 0.11% | 144 |
|
|
2023
Q2 | $454K | Buy |
4,942
+1,874
| +61% | +$172K | 0.1% | 163 |
|
|
2023
Q1 | $288K | Buy |
+3,068
| New | +$288K | 0.07% | 199 |
|