Alpha Omega Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,031
| Closed | -$225K | – | 214 |
|
|
2022
Q4 | $225K | Buy |
+2,031
| New | +$225K | 0.04% | 195 |
|
|
2022
Q1 | – | Sell |
-1,960
| Closed | -$224K | – | 228 |
|
|
2021
Q4 | $224K | Hold |
1,960
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $242K | Hold |
1,960
| – | – | 0.04% | 201 |
|
|
2021
Q2 | $235K | Hold |
1,960
| – | – | 0.04% | 205 |
|
|
2021
Q1 | $206K | Buy |
+1,960
| New | +$206K | 0.04% | 212 |
|