BerganKDV Wealth Management’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $108K | Sell |
959
-72
| -7% | -$8.11K | 0.01% | 285 |
|
|
2023
Q1 | $108K | Hold |
1,031
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $114K | Sell |
1,031
-13
| -1% | -$1.44K | 0.01% | 292 |
|
|
2022
Q3 | $91K | Sell |
1,044
-18
| -2% | -$1.57K | 0.01% | 301 |
|
|
2022
Q2 | $83K | Hold |
1,062
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $91K | Sell |
1,062
-158
| -13% | -$13.5K | 0.01% | 317 |
|
|
2021
Q4 | $146K | Hold |
1,220
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $151K | Buy |
1,220
+102
| +9% | +$12.6K | 0.02% | 274 |
|
|
2021
Q2 | $134K | Hold |
1,118
| – | – | 0.02% | 283 |
|
|
2021
Q1 | $118K | Buy |
1,118
+15
| +1% | +$1.58K | 0.02% | 281 |
|
|
2020
Q4 | $112K | Buy |
1,103
+69
| +7% | +$7.01K | 0.02% | 265 |
|
|
2020
Q3 | $87K | Hold |
1,034
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $67K | Hold |
1,034
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $67K | Buy |
1,034
+5
| +0.5% | +$324 | 0.01% | 292 |
|
|
2019
Q4 | $81K | Buy |
1,029
+29
| +3% | +$2.28K | 0.01% | 300 |
|
|
2019
Q3 | $80K | Hold |
1,000
| – | – | 0.02% | 279 |
|
|
2019
Q2 | $84K | Hold |
1,000
| – | – | 0.02% | 281 |
|
|
2019
Q1 | $79K | Hold |
1,000
| – | – | 0.02% | 301 |
|
|
2018
Q4 | $67K | Hold |
1,000
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $80K | Hold |
1,000
| – | – | 0.02% | 272 |
|
|
2018
Q2 | $67K | Buy |
+1,000
| New | +$67K | 0.02% | 287 |
|