Summit Financial Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-48,404
| Closed | -$3.97M | – | 132 |
|
|
2019
Q4 | $3.97M | Buy |
48,404
+2,082
| +4% | +$171K | 0.97% | 29 |
|
|
2019
Q3 | $4.08M | Buy |
46,322
+6,962
| +18% | +$613K | 1% | 28 |
|
|
2019
Q2 | $3.39M | Buy |
39,360
+9,894
| +34% | +$852K | 0.83% | 34 |
|
|
2019
Q1 | $2.67M | Buy |
29,466
+4,154
| +16% | +$376K | 0.7% | 44 |
|
|
2018
Q4 | $2.11M | Sell |
25,312
-13,150
| -34% | -$1.09M | 0.68% | 44 |
|
|
2018
Q3 | $3.73M | Buy |
38,462
+3,754
| +11% | +$364K | 1.11% | 26 |
|
|
2018
Q2 | $3.67M | Sell |
34,708
-400
| -1% | -$42.3K | 1.23% | 24 |
|
|
2018
Q1 | $3.71M | Buy |
35,108
+6,625
| +23% | +$700K | 1.22% | 24 |
|
|
2017
Q4 | $3.14M | Buy |
28,483
+4,100
| +17% | +$452K | 1.08% | 27 |
|
|
2017
Q3 | $2.42M | Buy |
+24,383
| New | +$2.42M | 0.88% | 37 |
|