Aries 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
$362K Hold
2,800
0.09% 161
2025
Q1
$334K Buy
2,800
+842
+43% +$101K 0.09% 170
2024
Q4
$227K Hold
1,958
0.06% 202
2024
Q3
$264K Hold
1,958
0.07% 200
2024
Q2
$266K Hold
1,958
0.08% 171
2024
Q1
$253K Hold
1,958
0.08% 182
2023
Q4
$224K Buy
+1,958
New +$224K 0.08% 184
2023
Q3
Sell
-1,958
Closed -$221K 208
2023
Q2
$221K Buy
+1,958
New +$221K 0.09% 181
2019
Q3
Sell
-2,462
Closed -$204K 167
2019
Q2
$204K Sell
2,462
-128
-5% -$10.6K 0.14% 147
2019
Q1
$205K Buy
+2,590
New +$205K 0.15% 143