Blueprint Investment Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,551
| Closed | -$200K | – | 144 |
|
2024
Q1 | $200K | Sell |
1,551
-313
| -17% | -$40.5K | 0.04% | 135 |
|
2023
Q4 | $213K | Buy |
+1,864
| New | +$213K | 0.06% | 128 |
|
2023
Q3 | – | Sell |
-4,041
| Closed | -$455K | – | 160 |
|
2023
Q2 | $455K | Buy |
4,041
+1,998
| +98% | +$225K | 0.16% | 89 |
|
2023
Q1 | $214K | Sell |
2,043
-1,852
| -48% | -$194K | 0.05% | 218 |
|
2022
Q4 | $431K | Buy |
+3,895
| New | +$431K | 0.09% | 134 |
|
2022
Q1 | – | Sell |
-1,930
| Closed | -$231K | – | 260 |
|
2021
Q4 | $231K | Sell |
1,930
-656
| -25% | -$78.7K | 0.06% | 176 |
|
2021
Q3 | $320K | Buy |
2,586
+848
| +49% | +$105K | 0.16% | 94 |
|
2021
Q2 | $208K | Sell |
1,738
-273
| -14% | -$32.7K | 0.17% | 71 |
|
2021
Q1 | $212K | Buy |
+2,011
| New | +$212K | 0.17% | 63 |
|