PWM
Palumbo Wealth Management’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,770
| Closed | -$362K | – | 181 |
|
|
2024
Q3 | $362K | Buy |
3,770
+906
| +32% | +$86.9K | 0.14% | 106 |
|
|
2024
Q2 | $274K | Sell |
2,864
-159
| -5% | -$15.2K | 0.12% | 109 |
|
|
2024
Q1 | $309K | Sell |
3,023
-240
| -7% | -$24.5K | 0.14% | 102 |
|
|
2023
Q4 | $310K | Sell |
3,263
-52
| -2% | -$4.95K | 0.16% | 96 |
|
|
2023
Q3 | $314K | Sell |
3,315
-174
| -5% | -$16.5K | 0.17% | 85 |
|
|
2023
Q2 | $320K | Sell |
3,489
-7,739
| -69% | -$711K | 0.2% | 78 |
|
|
2023
Q1 | $1.05M | Sell |
11,228
-1,172
| -9% | -$110K | 0.7% | 33 |
|
|
2022
Q4 | $1.03M | Buy |
12,400
+369
| +3% | +$30.6K | 0.82% | 29 |
|
|
2022
Q3 | $906K | Buy |
12,031
+376
| +3% | +$28.3K | 0.77% | 30 |
|
|
2022
Q2 | $1.02M | Buy |
11,655
+643
| +6% | +$56.2K | 0.81% | 26 |
|
|
2022
Q1 | $1.13M | Buy |
11,012
+296
| +3% | +$30.4K | 0.73% | 29 |
|
|
2021
Q4 | $988K | Buy |
10,716
+906
| +9% | +$83.5K | 0.62% | 35 |
|
|
2021
Q3 | $921K | Sell |
9,810
-1,542
| -14% | -$145K | 0.61% | 31 |
|
|
2021
Q2 | $1.17M | Buy |
11,352
+563
| +5% | +$57.9K | 0.78% | 24 |
|
|
2021
Q1 | $1.12M | Buy |
10,789
+967
| +10% | +$101K | 0.85% | 21 |
|
|
2020
Q4 | $900K | Buy |
+9,822
| New | +$900K | 0.73% | 24 |
|