Avitas Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-40,100
| Closed | -$3.16M | – | 178 |
|
|
2019
Q4 | $3.16M | Buy |
40,100
+268
| +0.7% | +$21.1K | 0.81% | 54 |
|
|
2019
Q3 | $3.17M | Buy |
39,832
+486
| +1% | +$38.7K | 0.88% | 47 |
|
|
2019
Q2 | $3.29M | Sell |
39,346
-380
| -1% | -$31.8K | 0.92% | 39 |
|
|
2019
Q1 | $3.14M | Buy |
+39,726
| New | +$3.14M | 0.91% | 38 |
|