Baldwin Wealth Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60
| Closed | -$8.1K | – | 1060 |
|
|
2024
Q3 | $8.1K | Hold |
60
| – | – | ﹤0.01% | 820 |
|
|
2024
Q2 | $8.14K | Hold |
60
| – | – | ﹤0.01% | 556 |
|
|
2024
Q1 | $7.75K | Hold |
60
| – | – | ﹤0.01% | 571 |
|
|
2023
Q4 | $6.86K | Hold |
60
| – | – | ﹤0.01% | 604 |
|
|
2023
Q3 | $5.46K | Hold |
60
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $6.76K | Hold |
60
| – | – | ﹤0.01% | 629 |
|
|
2023
Q1 | $6.28K | Hold |
60
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $6.63K | Sell |
60
-72
| -55% | -$7.96K | ﹤0.01% | 639 |
|
|
2022
Q3 | $12K | Hold |
132
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $10K | Sell |
132
-96,942
| -100% | -$7.34M | ﹤0.01% | 535 |
|
|
2022
Q1 | $8.28M | Sell |
97,074
-391
| -0.4% | -$33.3K | 0.88% | 33 |
|
|
2021
Q4 | $11.7M | Buy |
97,465
+268
| +0.3% | +$32.1K | 1.17% | 28 |
|
|
2021
Q3 | $12M | Sell |
97,197
-4,295
| -4% | -$531K | 1.33% | 29 |
|
|
2021
Q2 | $12.2M | Sell |
101,492
-3,201
| -3% | -$384K | 1.33% | 28 |
|
|
2021
Q1 | $11M | Buy |
104,693
+3,902
| +4% | +$410K | 1.31% | 31 |
|
|
2020
Q4 | $10.3M | Buy |
100,791
+21,512
| +27% | +$2.19M | 1.29% | 26 |
|
|
2020
Q3 | $6.67M | Sell |
79,279
-230
| -0.3% | -$19.3K | 0.91% | 34 |
|
|
2020
Q2 | $5.17M | Buy |
79,509
+1,444
| +2% | +$93.8K | 0.76% | 41 |
|
|
2020
Q1 | $5.08M | Buy |
78,065
+6,554
| +9% | +$427K | 0.89% | 35 |
|
|
2019
Q4 | $5.63M | Buy |
71,511
+850
| +1% | +$67K | 0.79% | 41 |
|
|
2019
Q3 | $5.63M | Buy |
70,661
+13,758
| +24% | +$1.1M | 0.85% | 41 |
|
|
2019
Q2 | $4.76M | Sell |
56,903
-1,731
| -3% | -$145K | 0.7% | 46 |
|
|
2019
Q1 | $4.63M | Buy |
58,634
+520
| +0.9% | +$41.1K | 0.69% | 47 |
|
|
2018
Q4 | $3.88M | Buy |
58,114
+6,230
| +12% | +$416K | 0.65% | 45 |
|
|
2018
Q3 | $4.14M | Sell |
51,884
-655
| -1% | -$52.3K | 0.58% | 50 |
|
|
2018
Q2 | $3.54M | Buy |
52,539
+8,228
| +19% | +$554K | 0.55% | 52 |
|
|
2018
Q1 | $3.41M | Sell |
44,311
-816
| -2% | -$62.8K | 0.55% | 53 |
|
|
2017
Q4 | $3.08M | Buy |
45,127
+1,745
| +4% | +$119K | 0.48% | 53 |
|
|
2017
Q3 | $2.72M | Buy |
43,382
+3,890
| +10% | +$244K | 0.44% | 54 |
|
|
2017
Q2 | $2.19M | Buy |
39,492
+6,472
| +20% | +$359K | 0.35% | 54 |
|
|
2017
Q1 | $1.66M | Buy |
33,020
+17,039
| +107% | +$856K | 0.27% | 62 |
|
|
2016
Q4 | $791K | Hold |
15,981
| – | – | 0.14% | 92 |
|
|
2016
Q3 | $838K | Sell |
15,981
-2,080
| -12% | -$109K | 0.15% | 85 |
|
|
2016
Q2 | $806K | Sell |
18,061
-12,970
| -42% | -$579K | 0.17% | 84 |
|
|
2016
Q1 | $1.27M | Buy |
+31,031
| New | +$1.27M | 0.23% | 95 |
|
|
2015
Q2 | – | Sell |
-8,486
| Closed | -$297K | – | 261 |
|
|
2015
Q1 | $297K | Sell |
8,486
-65,743
| -89% | -$2.3M | 0.04% | 199 |
|
|
2014
Q4 | $2.83M | Sell |
74,229
-2,105
| -3% | -$80.1K | 0.41% | 62 |
|
|
2014
Q3 | $2.71M | Buy |
76,334
+1,257
| +2% | +$44.6K | 0.38% | 67 |
|
|
2014
Q2 | $2.93M | Buy |
75,077
+4,000
| +6% | +$156K | 0.44% | 58 |
|
|
2014
Q1 | $2.59M | Buy |
71,077
+6,050
| +9% | +$220K | 0.42% | 58 |
|
|
2013
Q4 | $2.25M | Buy |
65,027
+25,750
| +66% | +$891K | 0.36% | 71 |
|
|
2013
Q3 | $1.1M | Buy |
39,277
+13,018
| +50% | +$364K | 0.2% | 110 |
|
|
2013
Q2 | $707K | Buy |
+26,259
| New | +$707K | 0.14% | 131 |
|