WJWM
Williams Jones Wealth Management’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,402
| Closed | -$226K | – | 550 |
|
|
2023
Q1 | $226K | Buy |
+2,402
| New | +$226K | ﹤0.01% | 490 |
|
|
2022
Q3 | – | Sell |
-2,536
| Closed | -$222K | – | 590 |
|
|
2022
Q2 | $222K | Buy |
+2,536
| New | +$222K | ﹤0.01% | 514 |
|
|
2021
Q2 | – | Sell |
-2,849
| Closed | -$296K | – | 511 |
|
|
2021
Q1 | $296K | Hold |
2,849
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $261K | Sell |
2,849
-5,776
| -67% | -$529K | ﹤0.01% | 393 |
|
|
2020
Q3 | $608K | Buy |
8,625
+3,127
| +57% | +$220K | 0.01% | 242 |
|
|
2020
Q2 | $361K | Sell |
5,498
-26,640
| -83% | -$1.75M | 0.01% | 294 |
|
|
2020
Q1 | $1.6M | Sell |
32,138
-28,178
| -47% | -$1.4M | 0.04% | 146 |
|
|
2019
Q4 | $5.7M | Sell |
60,316
-2,931
| -5% | -$277K | 0.11% | 113 |
|
|
2019
Q3 | $5.66M | Buy |
+63,247
| New | +$5.66M | 0.12% | 110 |
|