Wellesley Investment Partners’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 |
-10,174
| Closed | -$961K | – | 115 |
|
2019
Q4 | $961K | Buy |
10,174
+1,300
| +15% | +$123K | 0.3% | 42 |
|
2019
Q3 | $794K | Buy |
8,874
+172
| +2% | +$15.4K | 0.26% | 51 |
|
2019
Q2 | $749K | Sell |
8,702
-1,303
| -13% | -$112K | 0.26% | 52 |
|
2019
Q1 | $841K | Sell |
10,005
-1,466
| -13% | -$123K | 0.29% | 60 |
|
2018
Q4 | $953K | Buy |
11,471
+176
| +2% | +$14.6K | 0.34% | 48 |
|
2018
Q3 | $1.16M | Buy |
11,295
+351
| +3% | +$36K | 0.38% | 45 |
|
2018
Q2 | $1.2M | Buy |
10,944
+579
| +6% | +$63.6K | 0.42% | 42 |
|
2018
Q1 | $1.1M | Sell |
10,365
-60
| -0.6% | -$6.34K | 0.39% | 45 |
|
2017
Q4 | $1.15M | Buy |
10,425
+1,528
| +17% | +$169K | 0.44% | 40 |
|
2017
Q3 | $881K | Sell |
8,897
-757
| -8% | -$75K | 0.36% | 51 |
|
2017
Q2 | $814K | Buy |
9,654
+296
| +3% | +$25K | 0.34% | 59 |
|
2017
Q1 | $853K | Buy |
9,358
+447
| +5% | +$40.7K | 0.38% | 50 |
|
2016
Q4 | $764K | Buy |
8,911
+328
| +4% | +$28.1K | 0.37% | 50 |
|
2016
Q3 | $692K | Buy |
8,583
+874
| +11% | +$70.5K | 0.36% | 51 |
|
2016
Q2 | $573K | Buy |
7,709
+640
| +9% | +$47.6K | 0.31% | 53 |
|
2016
Q1 | $605K | Buy |
7,069
+162
| +2% | +$13.9K | 0.36% | 49 |
|
2015
Q4 | $600K | Buy |
+6,907
| New | +$600K | 0.41% | 42 |
|