Appleton Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,757
| Closed | -$2.49M | – | 300 |
|
|
2023
Q1 | $2.49M | Sell |
23,757
-741
| -3% | -$77.6K | 0.22% | 98 |
|
|
2022
Q4 | $2.71M | Sell |
24,498
-2,092
| -8% | -$231K | 0.26% | 91 |
|
|
2022
Q3 | $2.32M | Sell |
26,590
-5,172
| -16% | -$452K | 0.23% | 97 |
|
|
2022
Q2 | $2.48M | Sell |
31,762
-59,306
| -65% | -$4.64M | 0.23% | 93 |
|
|
2022
Q1 | $7.76M | Sell |
91,068
-557
| -0.6% | -$47.5K | 0.63% | 49 |
|
|
2021
Q4 | $11M | Buy |
91,625
+6,362
| +7% | +$763K | 0.83% | 33 |
|
|
2021
Q3 | $10.5M | Buy |
85,263
+1,459
| +2% | +$180K | 0.88% | 31 |
|
|
2021
Q2 | $10.1M | Buy |
83,804
+214
| +0.3% | +$25.7K | 0.86% | 32 |
|
|
2021
Q1 | $8.79M | Buy |
83,590
+4,551
| +6% | +$479K | 0.82% | 33 |
|
|
2020
Q4 | $8.05M | Buy |
79,039
+834
| +1% | +$84.9K | 0.79% | 33 |
|
|
2020
Q3 | $6.58M | Buy |
78,205
+1,707
| +2% | +$144K | 0.73% | 36 |
|
|
2020
Q2 | $4.97M | Buy |
76,498
+1,611
| +2% | +$105K | 0.6% | 44 |
|
|
2020
Q1 | $4.88M | Buy |
74,887
+4,421
| +6% | +$288K | 0.68% | 40 |
|
|
2019
Q4 | $5.55M | Buy |
70,466
+4,806
| +7% | +$379K | 0.61% | 46 |
|
|
2019
Q3 | $5.23M | Buy |
65,660
+4,436
| +7% | +$353K | 0.63% | 42 |
|
|
2019
Q2 | $5.12M | Buy |
61,224
+4,565
| +8% | +$382K | 0.63% | 43 |
|
|
2019
Q1 | $4.48M | Buy |
56,659
+1,542
| +3% | +$122K | 0.59% | 50 |
|
|
2018
Q4 | $3.68M | Buy |
55,117
+9,248
| +20% | +$617K | 0.55% | 56 |
|
|
2018
Q3 | $3.66M | Sell |
45,869
-160
| -0.3% | -$12.8K | 0.49% | 65 |
|
|
2018
Q2 | $3.1M | Buy |
46,029
+3,980
| +9% | +$268K | 0.44% | 69 |
|
|
2018
Q1 | $3.23M | Buy |
42,049
+8,868
| +27% | +$682K | 0.49% | 65 |
|
|
2017
Q4 | $2.26M | Buy |
33,181
+3,380
| +11% | +$231K | 0.35% | 82 |
|
|
2017
Q3 | $1.87M | Buy |
29,801
+825
| +3% | +$51.7K | 0.31% | 85 |
|
|
2017
Q2 | $1.61M | Buy |
28,976
+2,025
| +8% | +$112K | 0.27% | 92 |
|
|
2017
Q1 | $1.35M | Buy |
26,951
+17,035
| +172% | +$855K | 0.25% | 98 |
|
|
2016
Q4 | $491K | Buy |
9,916
+1,890
| +24% | +$93.6K | 0.1% | 149 |
|
|
2016
Q3 | $421K | Buy |
+8,026
| New | +$421K | 0.08% | 157 |
|