Addison Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
1,753
+248
| +16% | +$32.1K | 0.06% | 200 |
|
|
2025
Q1 | $180K | Buy |
1,505
+46
| +3% | +$5.5K | 0.05% | 222 |
|
|
2024
Q4 | $169K | Sell |
1,459
-32
| -2% | -$3.71K | 0.05% | 227 |
|
|
2024
Q3 | $201K | Buy |
1,491
+5
| +0.3% | +$675 | 0.06% | 210 |
|
|
2024
Q2 | $202K | Buy |
1,486
+82
| +6% | +$11.1K | 0.07% | 194 |
|
|
2024
Q1 | $181K | Sell |
1,404
-42
| -3% | -$5.43K | 0.06% | 200 |
|
|
2023
Q4 | $165K | Buy |
1,446
+111
| +8% | +$12.7K | 0.06% | 202 |
|
|
2023
Q3 | $122K | Buy |
1,335
+46
| +4% | +$4.19K | 0.06% | 221 |
|
|
2023
Q2 | $145K | Sell |
1,289
-43
| -3% | -$4.84K | 0.07% | 191 |
|
|
2023
Q1 | $139K | Buy |
1,332
+87
| +7% | +$9.11K | 0.08% | 179 |
|
|
2022
Q4 | $138K | Buy |
1,245
+282
| +29% | +$31.2K | 0.08% | 164 |
|
|
2022
Q3 | $84K | Buy |
963
+423
| +78% | +$36.9K | 0.05% | 212 |
|
|
2022
Q2 | $42K | Sell |
540
-86
| -14% | -$6.69K | 0.03% | 279 |
|
|
2022
Q1 | $53K | Buy |
626
+621
| +12,420% | +$52.6K | 0.03% | 281 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 652 |
|