Beacon Pointe Advisors’s Xylem XYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
4,206
+20
| +0.5% | +$2.59K | 0.01% | 850 |
|
|
2025
Q1 | $500K | Buy |
4,186
+39
| +0.9% | +$4.66K | 0.01% | 838 |
|
|
2024
Q4 | $481K | Sell |
4,147
-116
| -3% | -$13.5K | 0.01% | 836 |
|
|
2024
Q3 | $576K | Sell |
4,263
-1,623
| -28% | -$219K | 0.01% | 792 |
|
|
2024
Q2 | $798K | Buy |
5,886
+217
| +4% | +$29.4K | 0.01% | 702 |
|
|
2024
Q1 | $733K | Buy |
5,669
+570
| +11% | +$73.7K | 0.01% | 777 |
|
|
2023
Q4 | $583K | Buy |
5,099
+762
| +18% | +$87.1K | 0.01% | 839 |
|
|
2023
Q3 | $395K | Buy |
4,337
+830
| +24% | +$75.6K | ﹤0.01% | 954 |
|
|
2023
Q2 | $395K | Sell |
3,507
-355
| -9% | -$40K | 0.01% | 783 |
|
|
2023
Q1 | $404K | Buy |
3,862
+841
| +28% | +$88.1K | 0.01% | 825 |
|
|
2022
Q4 | $334K | Buy |
3,021
+317
| +12% | +$35.1K | 0.01% | 823 |
|
|
2022
Q3 | $236K | Buy |
+2,704
| New | +$236K | 0.01% | 875 |
|
|
2022
Q2 | – | Sell |
-23,221
| Closed | -$1.98M | – | 1227 |
|
|
2022
Q1 | $1.98M | Buy |
23,221
+20,749
| +839% | +$1.77M | 0.03% | 450 |
|
|
2021
Q4 | $296K | Buy |
+2,472
| New | +$296K | 0.01% | 736 |
|
|
2021
Q3 | – | Sell |
-2,338
| Closed | -$280K | – | 975 |
|
|
2021
Q2 | $280K | Buy |
+2,338
| New | +$280K | 0.01% | 685 |
|