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