Berkeley Capital Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,427
| Closed | -$433K | – | 139 |
|
|
2018
Q3 | $433K | Sell |
5,427
-97
| -2% | -$7.74K | 0.24% | 82 |
|
|
2018
Q2 | $372K | Sell |
5,524
-7,475
| -58% | -$503K | 0.22% | 87 |
|
|
2018
Q1 | $999K | Sell |
12,999
-529
| -4% | -$40.7K | 0.58% | 38 |
|
|
2017
Q4 | $923K | Sell |
13,528
-536
| -4% | -$36.6K | 0.61% | 40 |
|
|
2017
Q3 | $881K | Sell |
14,064
-869
| -6% | -$54.4K | 0.59% | 41 |
|
|
2017
Q2 | $828K | Buy |
14,933
+293
| +2% | +$16.2K | 0.56% | 41 |
|
|
2017
Q1 | $735K | Buy |
+14,640
| New | +$735K | 0.5% | 51 |
|