JWM
Jacobus Wealth Management’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,440
| Closed | -$125K | – | 275 |
|
|
2015
Q4 | $125K | Hold |
1,440
| – | – | 0.04% | 252 |
|
|
2015
Q3 | $120K | Sell |
1,440
-345
| -19% | -$28.8K | 0.04% | 261 |
|
|
2015
Q2 | $185K | Buy |
+1,785
| New | +$185K | 0.05% | 224 |
|
|
2014
Q4 | – | Sell |
-2,880
| Closed | -$313K | – | 309 |
|
|
2014
Q3 | $313K | Hold |
2,880
| – | – | 0.09% | 171 |
|
|
2014
Q2 | $281K | Hold |
2,880
| – | – | 0.07% | 184 |
|
|
2014
Q1 | $256K | Buy |
2,880
+1,000
| +53% | +$88.9K | 0.06% | 198 |
|
|
2013
Q4 | $151K | Buy |
1,880
+305
| +19% | +$24.5K | 0.04% | 244 |
|
|
2013
Q3 | $115K | Buy |
+1,575
| New | +$115K | 0.04% | 231 |
|