PWAG
Polaris Wealth Advisory Group’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-155,265
| Closed | -$14.2M | – | 130 |
|
|
2017
Q1 | $14.2M | Buy |
155,265
+5,154
| +3% | +$470K | 1.54% | 33 |
|
|
2016
Q4 | $12.9M | Buy |
+150,111
| New | +$12.9M | 1.49% | 34 |
|
|
2016
Q1 | – | Sell |
-3,040
| Closed | -$264K | – | 129 |
|
|
2015
Q4 | $264K | Buy |
+3,040
| New | +$264K | 0.04% | 127 |
|
|
2014
Q4 | – | Sell |
-28,532
| Closed | -$3.1M | – | 82 |
|
|
2014
Q3 | $3.1M | Buy |
28,532
+3,545
| +14% | +$385K | 0.7% | 28 |
|
|
2014
Q2 | $2.44M | Sell |
24,987
-91
| -0.4% | -$8.89K | 0.54% | 32 |
|
|
2014
Q1 | $2.23M | Buy |
25,078
+3,745
| +18% | +$333K | 0.52% | 35 |
|
|
2013
Q4 | $1.71M | Buy |
21,333
+2,883
| +16% | +$232K | 0.42% | 41 |
|
|
2013
Q3 | $1.35M | Buy |
18,450
+6,730
| +57% | +$493K | 0.42% | 30 |
|
|
2013
Q2 | $777K | Buy |
+11,720
| New | +$777K | 0.31% | 35 |
|