B. Riley Wealth Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
+2,274
| New | +$294K | 0.01% | 708 |
|
|
2024
Q4 | $1.37M | Sell |
11,844
-31
| -0.3% | -$3.6K | 0.05% | 359 |
|
|
2024
Q3 | $1.6M | Sell |
11,875
-85
| -0.7% | -$11.5K | 0.04% | 378 |
|
|
2024
Q2 | $1.62M | Buy |
11,960
+3,091
| +35% | +$419K | 0.04% | 398 |
|
|
2024
Q1 | $807K | Buy |
8,869
+1,083
| +14% | +$98.6K | 0.02% | 596 |
|
|
2023
Q4 | $890K | Sell |
7,786
-1,083
| -12% | -$124K | 0.02% | 569 |
|
|
2023
Q3 | $807K | Sell |
8,869
-3,021
| -25% | -$275K | 0.02% | 596 |
|
|
2023
Q2 | $1.34M | Sell |
11,890
-406
| -3% | -$45.7K | 0.03% | 473 |
|
|
2023
Q1 | $1.29M | Sell |
12,296
-974
| -7% | -$102K | 0.03% | 464 |
|
|
2022
Q4 | $1.47M | Buy |
13,270
+2,586
| +24% | +$286K | 0.04% | 425 |
|
|
2022
Q3 | $934K | Buy |
10,684
+1,747
| +20% | +$153K | 0.03% | 525 |
|
|
2022
Q2 | $700K | Buy |
8,937
+1,360
| +18% | +$107K | 0.03% | 524 |
|
|
2022
Q1 | $647K | Sell |
7,577
-869
| -10% | -$74.2K | 0.02% | 626 |
|
|
2021
Q4 | $1.01M | Buy |
8,446
+50
| +0.6% | +$6K | 0.03% | 528 |
|
|
2021
Q3 | $1.04M | Buy |
8,396
+97
| +1% | +$12K | 0.03% | 509 |
|
|
2021
Q2 | $995K | Buy |
8,299
+313
| +4% | +$37.5K | 0.03% | 506 |
|
|
2021
Q1 | $841K | Buy |
7,986
+5,343
| +202% | +$563K | 0.03% | 530 |
|
|
2020
Q4 | $269K | Buy |
+2,643
| New | +$269K | 0.01% | 820 |
|
|
2020
Q2 | – | Sell |
-5,042
| Closed | -$330K | – | 909 |
|
|
2020
Q1 | $330K | Buy |
5,042
+1,635
| +48% | +$107K | 0.03% | 512 |
|
|
2019
Q4 | $270K | Buy |
3,407
+54
| +2% | +$4.28K | 0.02% | 641 |
|
|
2019
Q3 | $269K | Buy |
3,353
+84
| +3% | +$6.74K | 0.03% | 628 |
|
|
2019
Q2 | $275K | Sell |
3,269
-462
| -12% | -$38.9K | 0.03% | 604 |
|
|
2019
Q1 | $297K | Sell |
3,731
-94
| -2% | -$7.48K | 0.04% | 502 |
|
|
2018
Q4 | $257K | Sell |
3,825
-140
| -4% | -$9.41K | 0.04% | 490 |
|
|
2018
Q3 | $318K | Sell |
3,965
-88
| -2% | -$7.06K | 0.04% | 476 |
|
|
2018
Q2 | $274K | Sell |
4,053
-6,136
| -60% | -$415K | 0.04% | 505 |
|
|
2018
Q1 | $785K | Sell |
10,189
-605
| -6% | -$46.6K | 0.11% | 203 |
|
|
2017
Q4 | $737K | Sell |
10,794
-251
| -2% | -$17.1K | 0.1% | 228 |
|
|
2017
Q3 | $692K | Buy |
11,045
+1,145
| +12% | +$71.7K | 0.12% | 197 |
|
|
2017
Q2 | $550K | Buy |
9,900
+1,122
| +13% | +$62.3K | 0.1% | 236 |
|
|
2017
Q1 | $442K | Buy |
8,778
+48
| +0.5% | +$2.42K | 0.09% | 259 |
|
|
2016
Q4 | $433K | Buy |
8,730
+1,728
| +25% | +$85.7K | 0.09% | 259 |
|
|
2016
Q3 | $368K | Buy |
7,002
+100
| +1% | +$5.26K | 0.07% | 344 |
|
|
2016
Q2 | $309K | Buy |
+6,902
| New | +$309K | 0.06% | 387 |
|
|
2015
Q1 | – | Sell |
-1,555
| Closed | -$59 | – | 2019 |
|
|
2014
Q4 | $59 | Buy |
+1,555
| New | +$59 | ﹤0.01% | 2007 |
|
|
2014
Q3 | – | Sell |
-1,034
| Closed | -$40.4K | – | 1924 |
|
|
2014
Q2 | $40.4K | Buy |
+1,034
| New | +$40.4K | 0.01% | 1120 |
|