WLPWM
Walled Lake Planning & Wealth Management’s LyondellBasell Industries LYB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.36M | Buy |
40,834
+300
| +0.7% | +$17.4K | 0.77% | 37 |
|
2025
Q1 | $2.85M | Sell |
40,534
-370
| -0.9% | -$26K | 1.01% | 34 |
|
2024
Q4 | $3.04M | Buy |
+40,904
| New | +$3.04M | 1.13% | 30 |
|
2020
Q2 | – | Sell |
-59
| Closed | -$3K | – | 362 |
|
2020
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 261 |
|
2019
Q4 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 227 |
|