Bar Harbor 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
Q2 | – | Sell |
-5,105
| Closed | -$332K | – | 245 |
|
|
2020
Q1 | $332K | Sell |
5,105
-1,287
| -20% | -$83.7K | 0.04% | 185 |
|
|
2019
Q4 | $504K | Sell |
6,392
-2,125
| -25% | -$168K | 0.06% | 190 |
|
|
2019
Q3 | $678K | Hold |
8,517
| – | – | 0.08% | 178 |
|
|
2019
Q2 | $712K | Buy |
8,517
+425
| +5% | +$35.5K | 0.08% | 174 |
|
|
2019
Q1 | $640K | Sell |
8,092
-100
| -1% | -$7.91K | 0.08% | 175 |
|
|
2018
Q4 | $547K | Sell |
8,192
-633
| -7% | -$42.3K | 0.07% | 181 |
|
|
2018
Q3 | $705K | Buy |
8,825
+510
| +6% | +$40.7K | 0.08% | 182 |
|
|
2018
Q2 | $561K | Buy |
8,315
+375
| +5% | +$25.3K | 0.07% | 189 |
|
|
2018
Q1 | $611K | Buy |
7,940
+514
| +7% | +$39.6K | 0.07% | 177 |
|
|
2017
Q4 | $506K | Buy |
7,426
+1,500
| +25% | +$102K | 0.06% | 195 |
|
|
2017
Q3 | $371K | Buy |
5,926
+2,260
| +62% | +$141K | 0.04% | 215 |
|
|
2017
Q2 | $203K | Buy |
+3,666
| New | +$203K | 0.02% | 300 |
|