AE Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,283
| Closed | -$1.83M | – | 2269 |
|
|
2025
Q1 | $1.83M | Buy |
15,283
+759
| +5% | +$90.7K | 0.02% | 548 |
|
|
2024
Q4 | $1.69M | Buy |
14,524
+481
| +3% | +$55.8K | 0.01% | 579 |
|
|
2024
Q3 | $1.9M | Buy |
14,043
+248
| +2% | +$33.5K | 0.02% | 550 |
|
|
2024
Q2 | $1.87M | Sell |
13,795
-1,471
| -10% | -$200K | 0.02% | 535 |
|
|
2024
Q1 | $1.97M | Sell |
15,266
-12,392
| -45% | -$1.6M | 0.02% | 490 |
|
|
2023
Q4 | $3.11M | Buy |
27,658
+8,289
| +43% | +$932K | 0.02% | 753 |
|
|
2023
Q3 | $1.76M | Buy |
19,369
+10,646
| +122% | +$969K | 0.01% | 895 |
|
|
2023
Q2 | $982K | Buy |
+8,723
| New | +$982K | 0.01% | 1094 |
|
|
2021
Q4 | – | Sell |
-21,296
| Closed | -$2.63M | – | 1780 |
|
|
2021
Q3 | $2.63M | Buy |
+21,296
| New | +$2.63M | 0.02% | 558 |
|
|
2020
Q2 | – | Sell |
-4,278
| Closed | -$279K | – | 1336 |
|
|
2020
Q1 | $279K | Buy |
+4,278
| New | +$279K | 0.01% | 895 |
|