Berman Capital Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $35K | Buy |
286
+9
| +3% | +$1.1K | 0.01% | 812 |
|
|
2021
Q2 | $33K | Buy |
277
+18
| +7% | +$2.14K | 0.01% | 743 |
|
|
2021
Q1 | $27K | Buy |
259
+40
| +18% | +$4.17K | 0.01% | 693 |
|
|
2020
Q4 | $22K | Buy |
219
+5
| +2% | +$502 | 0.01% | 649 |
|
|
2020
Q3 | $18K | Hold |
214
| – | – | 0.01% | 633 |
|
|
2020
Q2 | $13K | Buy |
214
+104
| +95% | +$6.32K | ﹤0.01% | 678 |
|
|
2020
Q1 | $6K | Buy |
110
+77
| +233% | +$4.2K | ﹤0.01% | 858 |
|
|
2019
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 1263 |
|
|
2019
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 1244 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 916 |
|