Asset Planning Services (Pennsylvania)’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$6K | – | 311 |
|
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 254 |
|
|
2017
Q2 | $6K | Sell |
100
-2,007
| -95% | -$120K | ﹤0.01% | 255 |
|
|
2017
Q1 | $106K | Buy |
2,107
+7
| +0.3% | +$352 | 0.07% | 104 |
|
|
2016
Q4 | $104K | Buy |
2,100
+2,000
| +2,000% | +$99K | 0.08% | 92 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 229 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 247 |
|
|
2016
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 235 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 211 |
|
|
2015
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 212 |
|
|
2015
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 219 |
|