Avantax Advisory Services’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
5,713
+2,664
| +87% | +$345K | ﹤0.01% | 1344 |
|
|
2025
Q1 | $364K | Buy |
3,049
+680
| +29% | +$81.2K | ﹤0.01% | 1703 |
|
|
2024
Q4 | $275K | Sell |
2,369
-60
| -2% | -$6.96K | ﹤0.01% | 1839 |
|
|
2024
Q3 | $328K | Buy |
2,429
+489
| +25% | +$66K | ﹤0.01% | 1690 |
|
|
2024
Q2 | $263K | Buy |
+1,940
| New | +$263K | ﹤0.01% | 1783 |
|
|
2022
Q1 | – | Sell |
-1,815
| Closed | -$218K | – | 1368 |
|
|
2021
Q4 | $218K | Buy |
1,815
+143
| +9% | +$17.2K | ﹤0.01% | 1136 |
|
|
2021
Q3 | $207K | Hold |
1,672
| – | – | ﹤0.01% | 1104 |
|
|
2021
Q2 | $201K | Buy |
+1,672
| New | +$201K | ﹤0.01% | 1081 |
|
|
2020
Q2 | – | Sell |
-3,953
| Closed | -$257K | – | 902 |
|
|
2020
Q1 | $257K | Sell |
3,953
-103
| -3% | -$6.7K | 0.01% | 639 |
|
|
2019
Q4 | $319K | Buy |
4,056
+532
| +15% | +$41.8K | 0.01% | 609 |
|
|
2019
Q3 | $282K | Buy |
+3,524
| New | +$282K | 0.01% | 453 |
|