Baker Tilly Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,829
| Closed | -$236K | – | 420 |
|
|
2024
Q1 | $236K | Sell |
1,829
-165
| -8% | -$21.3K | 0.04% | 383 |
|
|
2023
Q4 | $228K | Buy |
+1,994
| New | +$228K | 0.04% | 428 |
|
|
2023
Q3 | – | Sell |
-4,859
| Closed | -$547K | – | 558 |
|
|
2023
Q2 | $547K | Sell |
4,859
-216
| -4% | -$24.3K | 0.06% | 313 |
|
|
2023
Q1 | $531K | Sell |
5,075
-61
| -1% | -$6.39K | 0.06% | 316 |
|
|
2022
Q4 | $568K | Buy |
5,136
+99
| +2% | +$10.9K | 0.07% | 289 |
|
|
2022
Q3 | $440K | Buy |
5,037
+17
| +0.3% | +$1.49K | 0.06% | 321 |
|
|
2022
Q2 | $392K | Sell |
5,020
-51
| -1% | -$3.98K | 0.05% | 362 |
|
|
2022
Q1 | $432K | Sell |
5,071
-1,734
| -25% | -$148K | 0.05% | 373 |
|
|
2021
Q4 | $816K | Sell |
6,805
-50
| -0.7% | -$6K | 0.09% | 250 |
|
|
2021
Q3 | $848K | Sell |
6,855
-72
| -1% | -$8.91K | 0.11% | 192 |
|
|
2021
Q2 | $831K | Sell |
6,927
-77
| -1% | -$9.24K | 0.13% | 171 |
|
|
2021
Q1 | $737K | Buy |
7,004
+3,629
| +108% | +$382K | 0.15% | 173 |
|
|
2020
Q4 | $344K | Buy |
+3,375
| New | +$344K | 0.11% | 212 |
|