SWM
Segment Wealth Management’s LyondellBasell Industries LYB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-40,671
| Closed | -$4.47M | – | 224 |
|
2018
Q2 | $4.47M | Buy |
40,671
+736
| +2% | +$80.9K | 1.05% | 26 |
|
2018
Q1 | $4.22M | Buy |
39,935
+2,421
| +6% | +$256K | 1.05% | 32 |
|
2017
Q4 | $4.14M | Buy |
37,514
+959
| +3% | +$106K | 1% | 30 |
|
2017
Q3 | $3.62M | Buy |
36,555
+1,704
| +5% | +$169K | 0.96% | 29 |
|
2017
Q2 | $2.94M | Buy |
34,851
+2,949
| +9% | +$249K | 0.81% | 43 |
|
2017
Q1 | $2.91M | Buy |
31,902
+730
| +2% | +$66.6K | 0.95% | 33 |
|
2016
Q4 | $2.67M | Buy |
+31,172
| New | +$2.67M | 0.98% | 33 |
|