WESPAC Advisors SoCal’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 |
-2,775
| Closed | -$262K | – | 89 |
|
|
2019
Q4 | $262K | Hold |
2,775
| – | – | 0.12% | 73 |
|
|
2019
Q3 | $248K | Buy |
2,775
+200
| +8% | +$17.9K | 0.12% | 75 |
|
|
2019
Q2 | $221K | Sell |
2,575
-475
| -16% | -$40.8K | 0.12% | 80 |
|
|
2019
Q1 | $256K | Buy |
3,050
+1,550
| +103% | +$130K | 0.14% | 77 |
|
|
2018
Q4 | $124K | Sell |
1,500
-550
| -27% | -$45.5K | 0.08% | 94 |
|
|
2018
Q3 | $210K | Hold |
2,050
| – | – | 0.11% | 85 |
|
|
2018
Q2 | $225K | Hold |
2,050
| – | – | 0.13% | 81 |
|
|
2018
Q1 | $216K | Hold |
2,050
| – | – | 0.13% | 80 |
|
|
2017
Q4 | $226K | Hold |
2,050
| – | – | 0.13% | 78 |
|
|
2017
Q3 | $203K | Sell |
2,050
-75
| -4% | -$7.43K | 0.12% | 86 |
|
|
2017
Q2 | $179K | Buy |
2,125
+100
| +5% | +$8.42K | 0.11% | 86 |
|
|
2017
Q1 | $185K | Sell |
2,025
-550
| -21% | -$50.2K | 0.11% | 86 |
|
|
2016
Q4 | $221K | Sell |
2,575
-225
| -8% | -$19.3K | 0.14% | 80 |
|
|
2016
Q3 | $226K | Hold |
2,800
| – | – | 0.15% | 79 |
|
|
2016
Q2 | $208K | Sell |
2,800
-75
| -3% | -$5.58K | 0.14% | 76 |
|
|
2016
Q1 | $246K | Buy |
2,875
+600
| +26% | +$51.3K | 0.18% | 69 |
|
|
2015
Q4 | $197K | Buy |
+2,275
| New | +$197K | 0.13% | 83 |
|