EWM
Evercore Wealth Management’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,939
| Closed | -$213K | – | 433 |
|
|
2018
Q2 | $213K | Buy |
+1,939
| New | +$213K | 0.01% | 381 |
|
|
2018
Q1 | – | Sell |
-2,564
| Closed | -$283K | – | 610 |
|
|
2017
Q4 | $283K | Sell |
2,564
-2,119
| -45% | -$234K | 0.01% | 315 |
|
|
2017
Q3 | $464K | Sell |
4,683
-225
| -5% | -$22.3K | 0.02% | 261 |
|
|
2017
Q2 | $414K | Sell |
4,908
-158
| -3% | -$13.3K | 0.02% | 276 |
|
|
2017
Q1 | $462K | Sell |
5,066
-571
| -10% | -$52.1K | 0.02% | 267 |
|
|
2016
Q4 | $484K | Sell |
5,637
-2,171
| -28% | -$186K | 0.02% | 255 |
|
|
2016
Q3 | $629K | Sell |
7,808
-1,000
| -11% | -$80.6K | 0.03% | 223 |
|
|
2016
Q2 | $656K | Sell |
8,808
-738
| -8% | -$55K | 0.03% | 214 |
|
|
2016
Q1 | $817K | Buy |
9,546
+867
| +10% | +$74.2K | 0.04% | 195 |
|
|
2015
Q4 | $754K | Buy |
8,679
+1,615
| +23% | +$140K | 0.04% | 209 |
|
|
2015
Q3 | $590K | Sell |
7,064
-1,008
| -12% | -$84.2K | 0.03% | 235 |
|
|
2015
Q2 | $836K | Buy |
8,072
+2,781
| +53% | +$288K | 0.04% | 216 |
|
|
2015
Q1 | $464K | Buy |
5,291
+2,241
| +73% | +$197K | 0.02% | 287 |
|
|
2014
Q4 | $243K | Buy |
3,050
+300
| +11% | +$23.9K | 0.01% | 329 |
|
|
2014
Q3 | $298K | Buy |
2,750
+275
| +11% | +$29.8K | 0.01% | 336 |
|
|
2014
Q2 | $241K | Buy |
2,475
+274
| +12% | +$26.7K | 0.01% | 364 |
|
|
2014
Q1 | $194K | Buy |
2,201
+1,575
| +252% | +$139K | 0.01% | 382 |
|
|
2013
Q4 | $51K | Sell |
626
-27
| -4% | -$2.2K | ﹤0.01% | 559 |
|
|
2013
Q3 | $48K | Buy |
653
+298
| +84% | +$21.9K | ﹤0.01% | 572 |
|
|
2013
Q2 | $23K | Buy |
+355
| New | +$23K | ﹤0.01% | 641 |
|