EWM
Evermay Wealth Management’s LyondellBasell Industries LYB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $50.3K | Hold |
869
| – | – | 0.01% | 324 |
|
2025
Q1 | $61.2K | Hold |
869
| – | – | 0.01% | 306 |
|
2024
Q4 | $64.5K | Sell |
869
-350
| -29% | -$26K | 0.01% | 298 |
|
2024
Q3 | $117K | Hold |
1,219
| – | – | 0.02% | 253 |
|
2024
Q2 | $117K | Hold |
1,219
| – | – | 0.02% | 253 |
|
2024
Q1 | $125K | Buy |
1,219
+80
| +7% | +$8.18K | 0.02% | 252 |
|
2023
Q4 | $108K | Buy |
1,139
+4
| +0.4% | +$380 | 0.02% | 252 |
|
2023
Q3 | $107K | Hold |
1,135
| – | – | 0.02% | 229 |
|
2023
Q2 | $104K | Hold |
1,135
| – | – | 0.02% | 238 |
|
2023
Q1 | $107K | Sell |
1,135
-30
| -3% | -$2.82K | 0.02% | 232 |
|
2022
Q4 | $96.7K | Sell |
1,165
-805
| -41% | -$66.8K | 0.02% | 232 |
|
2022
Q3 | $148K | Buy |
1,970
+165
| +9% | +$12.4K | 0.03% | 187 |
|
2022
Q2 | $158K | Sell |
1,805
-175
| -9% | -$15.3K | 0.03% | 179 |
|
2022
Q1 | $204K | Hold |
1,980
| – | – | 0.03% | 187 |
|
2021
Q4 | $183K | Sell |
1,980
-30
| -1% | -$2.77K | 0.03% | 179 |
|
2021
Q3 | $189K | Buy |
2,010
+30
| +2% | +$2.82K | 0.04% | 165 |
|
2021
Q2 | $204K | Hold |
1,980
| – | – | 0.04% | 172 |
|
2021
Q1 | $206K | Sell |
1,980
-2,000
| -50% | -$208K | 0.04% | 170 |
|
2020
Q4 | $365K | Sell |
3,980
-975
| -20% | -$89.4K | 0.08% | 116 |
|
2020
Q3 | $349K | Hold |
4,955
| – | – | 0.09% | 105 |
|
2020
Q2 | $326K | Sell |
4,955
-775
| -14% | -$51K | 0.09% | 108 |
|
2020
Q1 | $284K | Buy |
5,730
+60
| +1% | +$2.97K | 0.09% | 109 |
|
2019
Q4 | $536K | Sell |
5,670
-120
| -2% | -$11.3K | 0.13% | 84 |
|
2019
Q3 | $518K | Buy |
5,790
+1,061
| +22% | +$94.9K | 0.14% | 74 |
|
2019
Q2 | $407K | Sell |
4,729
-1,009
| -18% | -$86.8K | 0.11% | 91 |
|
2019
Q1 | $482K | Buy |
5,738
+1,758
| +44% | +$148K | 0.14% | 77 |
|
2018
Q4 | $331K | Buy |
+3,980
| New | +$331K | 0.11% | 93 |
|