Mark Sheptoff Financial Planning’s LyondellBasell Industries LYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.2K | Hold |
1,075
| – | – | 0.03% | 167 |
|
|
2025
Q1 | $75.7K | Hold |
1,075
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $79.8K | Hold |
1,075
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $103K | Hold |
1,075
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $103K | Hold |
1,075
| – | – | 0.06% | 131 |
|
|
2024
Q1 | $110K | Hold |
1,075
| – | – | 0.06% | 124 |
|
|
2023
Q4 | $102K | Hold |
1,075
| – | – | 0.06% | 117 |
|
|
2023
Q3 | $102K | Sell |
1,075
-200
| -16% | -$18.9K | 0.07% | 110 |
|
|
2023
Q2 | $117K | Hold |
1,275
| – | – | 0.07% | 109 |
|
|
2023
Q1 | $120K | Hold |
1,275
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $106K | Hold |
1,275
| – | – | 0.06% | 109 |
|
|
2022
Q3 | $96K | Hold |
1,275
| – | – | 0.06% | 109 |
|
|
2022
Q2 | $112K | Hold |
1,275
| – | – | 0.06% | 108 |
|
|
2022
Q1 | $131K | Sell |
1,275
-200
| -14% | -$20.5K | 0.07% | 122 |
|
|
2021
Q4 | $136K | Buy |
1,475
+200
| +16% | +$18.4K | 0.06% | 124 |
|
|
2021
Q3 | $120K | Sell |
1,275
-200
| -14% | -$18.8K | 0.07% | 127 |
|
|
2021
Q2 | $152K | Hold |
1,475
| – | – | 0.08% | 119 |
|
|
2021
Q1 | $153K | Hold |
1,475
| – | – | 0.09% | 113 |
|
|
2020
Q4 | $135K | Hold |
1,475
| – | – | 0.08% | 118 |
|
|
2020
Q3 | $104K | Buy |
1,475
+325
| +28% | +$22.9K | 0.06% | 116 |
|
|
2020
Q2 | $76K | Sell |
1,150
-1,200
| -51% | -$79.3K | 0.05% | 128 |
|
|
2020
Q1 | $117K | Buy |
2,350
+1,700
| +262% | +$84.6K | 0.09% | 98 |
|
|
2019
Q4 | $61K | Buy |
650
+50
| +8% | +$4.69K | 0.04% | 140 |
|
|
2019
Q3 | $54K | Sell |
600
-800
| -57% | -$72K | 0.04% | 145 |
|
|
2019
Q2 | $121K | Buy |
1,400
+300
| +27% | +$25.9K | 0.08% | 110 |
|
|
2019
Q1 | $92K | Buy |
1,100
+200
| +22% | +$16.7K | 0.07% | 121 |
|
|
2018
Q4 | $75K | Hold |
900
| – | – | 0.06% | 115 |
|
|
2018
Q3 | $92K | Hold |
900
| – | – | 0.06% | 132 |
|
|
2018
Q2 | $99K | Hold |
900
| – | – | 0.07% | 125 |
|
|
2018
Q1 | $95K | Hold |
900
| – | – | 0.07% | 130 |
|
|
2017
Q4 | $99K | Sell |
900
-300
| -25% | -$33K | 0.06% | 137 |
|
|
2017
Q3 | $119K | Hold |
1,200
| – | – | 0.08% | 134 |
|
|
2017
Q2 | $101K | Sell |
1,200
-1
| -0.1% | -$84 | 0.07% | 137 |
|
|
2017
Q1 | $109K | Buy |
1,201
+1
| +0.1% | +$91 | 0.08% | 137 |
|
|
2016
Q4 | $103K | Hold |
1,200
| – | – | 0.08% | 137 |
|
|
2016
Q3 | $97K | Hold |
1,200
| – | – | 0.07% | 132 |
|
|
2016
Q2 | $89K | Sell |
1,200
-200
| -14% | -$14.8K | 0.07% | 131 |
|
|
2016
Q1 | $120K | Buy |
1,400
+100
| +8% | +$8.57K | 0.1% | 116 |
|
|
2015
Q4 | $113K | Sell |
1,300
-150
| -10% | -$13K | 0.09% | 124 |
|
|
2015
Q3 | $121K | Sell |
1,450
-2,450
| -63% | -$204K | 0.11% | 124 |
|
|
2015
Q2 | $404K | Buy |
3,900
+1,900
| +95% | +$197K | 0.33% | 71 |
|
|
2015
Q1 | $176K | Buy |
2,000
+400
| +25% | +$35.2K | 0.15% | 101 |
|
|
2014
Q4 | $127K | Buy |
1,600
+600
| +60% | +$47.6K | 0.11% | 117 |
|
|
2014
Q3 | $109K | Hold |
1,000
| – | – | 0.1% | 138 |
|
|
2014
Q2 | $98K | Hold |
1,000
| – | – | 0.08% | 144 |
|
|
2014
Q1 | $89K | Buy |
+1,000
| New | +$89K | 0.08% | 150 |
|