Beaumont Asset Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,333
| Closed | -$203K | – | 78 |
|
|
2022
Q3 | $203K | Buy |
+2,333
| New | +$203K | 0.16% | 70 |
|
|
2022
Q2 | – | Sell |
-2,533
| Closed | -$215K | – | 73 |
|
|
2022
Q1 | $215K | Sell |
2,533
-700
| -22% | -$59.4K | 0.15% | 65 |
|
|
2021
Q4 | $387K | Hold |
3,233
| – | – | 0.26% | 55 |
|
|
2021
Q3 | $399K | Hold |
3,233
| – | – | 0.3% | 49 |
|
|
2021
Q2 | $387K | Hold |
3,233
| – | – | 0.3% | 51 |
|
|
2021
Q1 | $340K | Hold |
3,233
| – | – | 0.29% | 50 |
|
|
2020
Q4 | $329K | Hold |
3,233
| – | – | 0.3% | 47 |
|
|
2020
Q3 | $271K | Hold |
3,233
| – | – | 0.27% | 48 |
|
|
2020
Q2 | $210K | Hold |
3,233
| – | – | 0.22% | 51 |
|
|
2020
Q1 | $210K | Sell |
3,233
-136
| -4% | -$8.83K | 0.25% | 44 |
|
|
2019
Q4 | $265K | Buy |
+3,369
| New | +$265K | 0.25% | 54 |
|