IWA
IVC Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
7,324
-3,801
| -34% | -$220K | 0.21% | 93 |
|
|
2025
Q1 | $783K | Sell |
11,125
-368
| -3% | -$25.9K | 0.42% | 54 |
|
|
2024
Q4 | $854K | Buy |
11,493
+709
| +7% | +$52.7K | 0.48% | 47 |
|
|
2024
Q3 | $1.03M | Sell |
10,784
-982
| -8% | -$94.2K | 0.57% | 42 |
|
|
2024
Q2 | $1.13M | Sell |
11,766
-49
| -0.4% | -$4.69K | 0.63% | 37 |
|
|
2024
Q1 | $1.21M | Sell |
11,815
-11
| -0.1% | -$1.13K | 0.7% | 36 |
|
|
2023
Q4 | $1.12M | Sell |
11,826
-338
| -3% | -$32.1K | 0.7% | 34 |
|
|
2023
Q3 | $1.15M | Buy |
12,164
+10
| +0.1% | +$947 | 0.77% | 30 |
|
|
2023
Q2 | $1.12M | Sell |
12,154
-17
| -0.1% | -$1.56K | 0.71% | 34 |
|
|
2023
Q1 | $1.14M | Sell |
12,171
-561
| -4% | -$52.7K | 0.81% | 29 |
|
|
2022
Q4 | $1.06M | Buy |
12,732
+295
| +2% | +$24.5K | 0.78% | 31 |
|
|
2022
Q3 | $936K | Buy |
12,437
+129
| +1% | +$9.71K | 0.75% | 34 |
|
|
2022
Q2 | $1.08M | Sell |
12,308
-29
| -0.2% | -$2.54K | 0.83% | 28 |
|
|
2022
Q1 | $1.27M | Buy |
12,337
+173
| +1% | +$17.8K | 0.83% | 27 |
|
|
2021
Q4 | $1.12M | Sell |
12,164
-269
| -2% | -$24.8K | 0.72% | 33 |
|
|
2021
Q3 | $1.17M | Buy |
12,433
+579
| +5% | +$54.3K | 0.8% | 33 |
|
|
2021
Q2 | $1.22M | Buy |
11,854
+181
| +2% | +$18.6K | 0.86% | 30 |
|
|
2021
Q1 | $1.22M | Buy |
11,673
+220
| +2% | +$22.9K | 0.96% | 28 |
|
|
2020
Q4 | $1.05M | Buy |
+11,453
| New | +$1.05M | 1% | 27 |
|