Angeles Investment Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,267
| Closed | -$495K | – | 201 |
|
|
2024
Q4 | $495K | Buy |
4,267
+207
| +5% | +$24K | 0.02% | 93 |
|
|
2024
Q3 | $548K | Sell |
4,060
-270
| -6% | -$36.5K | 0.03% | 90 |
|
|
2024
Q2 | $587K | Hold |
4,330
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $560K | Hold |
4,330
| – | – | 0.03% | 98 |
|
|
2023
Q4 | $495K | Hold |
4,330
| – | – | 0.03% | 97 |
|
|
2023
Q3 | $394K | Buy |
+4,330
| New | +$394K | 0.03% | 109 |
|
|
2022
Q1 | – | Sell |
-2,732
| Closed | -$328K | – | 226 |
|
|
2021
Q4 | $328K | Buy |
2,732
+1,043
| +62% | +$125K | 0.02% | 164 |
|
|
2021
Q3 | $209K | Buy |
+1,689
| New | +$209K | 0.01% | 217 |
|
|
2020
Q2 | – | Sell |
-4,050
| Closed | -$299K | – | 112 |
|
|
2020
Q1 | $299K | Sell |
4,050
-688
| -15% | -$50.8K | 0.08% | 72 |
|
|
2019
Q4 | $373K | Buy |
4,738
+1,642
| +53% | +$129K | 0.08% | 59 |
|
|
2019
Q3 | $247K | Buy |
+3,096
| New | +$247K | 0.05% | 65 |
|