Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$62.1K Buy
520
+5
+1% +$656 ﹤0.01% 1239
2025
Q4
$70.1K Buy
515
+21
+4% +$3.02K ﹤0.01% 1223
2025
Q3
$72.9K Sell
494
-50
-9% -$6.93K ﹤0.01% 1217
2025
Q2
$70.4K Buy
544
+5
+0.9% +$606 ﹤0.01% 1213
2025
Q1
$64.4K Buy
539
+108
+25% +$13.4K ﹤0.01% 1213
2024
Q4
$50K Sell
431
-569
-57% -$71.9K ﹤0.01% 1299
2024
Q3
$136K Buy
1,000
+730
+270% +$97.7K ﹤0.01% 1060
2024
Q2
$34.9K Buy
270
+249
+1,186% +$33.9K ﹤0.01% 1417
2024
Q1
$2.71K Sell
21
-7
-25% -$846 ﹤0.01% 1757
2023
Q4
$2K Sell
28
-128
-82% -$12.8K ﹤0.01% 2233
2023
Q3
$18K Sell
156
-1
-0.6% -$103 ﹤0.01% 1220
2023
Q2
$16K Sell
157
-1,006
-87% -$106K ﹤0.01% 1143
2023
Q1
$128K Buy
1,163
+10
+0.9% +$1.04K ﹤0.01% 692
2022
Q4
$100K Buy
1,153
+81
+8% +$8.49K ﹤0.01% 669
2022
Q3
$84K Sell
1,072
-6
-0.6% -$545 ﹤0.01% 593
2022
Q2
$92K Buy
+1,078
New +$89K ﹤0.01% 521

Other funds holding XYL