Atria Wealth Solutions’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $616K | Sell |
4,763
-2,655
| -36% | -$343K | 0.01% | 828 |
|
2025
Q1 | $886K | Buy |
+7,418
| New | +$886K | 0.01% | 929 |
|
2024
Q4 | – | Sell |
-1,903
| Closed | -$257K | – | 2076 |
|
2024
Q3 | $257K | Sell |
1,903
-1,960
| -51% | -$265K | ﹤0.01% | 1591 |
|
2024
Q2 | $524K | Sell |
3,863
-301
| -7% | -$40.8K | 0.01% | 1204 |
|
2024
Q1 | $538K | Sell |
4,164
-441
| -10% | -$57K | 0.01% | 1218 |
|
2023
Q4 | $527K | Buy |
4,605
+196
| +4% | +$22.4K | 0.01% | 1172 |
|
2023
Q3 | $401K | Buy |
4,409
+101
| +2% | +$9.19K | 0.01% | 1237 |
|
2023
Q2 | $485K | Sell |
4,308
-269
| -6% | -$30.3K | 0.01% | 1171 |
|
2023
Q1 | $479K | Sell |
4,577
-45
| -1% | -$4.71K | 0.01% | 1158 |
|
2022
Q4 | $511K | Sell |
4,622
-28
| -0.6% | -$3.1K | 0.01% | 1059 |
|
2022
Q3 | $406K | Sell |
4,650
-331
| -7% | -$28.9K | 0.01% | 1137 |
|
2022
Q2 | $389K | Buy |
4,981
+1,070
| +27% | +$83.6K | 0.01% | 1059 |
|
2022
Q1 | $333K | Buy |
+3,911
| New | +$333K | 0.01% | 1265 |
|