Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$1.12M Sell
17,215
-6,629
-28% -$438K 0.04% 473
2020
Q1
$1.55M Buy
23,844
+1,895
+9% +$149K 0.06% 298
2019
Q4
$1.73M Sell
21,949
-4,145
-16% -$323K 0.05% 355
2019
Q3
$2.08M Sell
26,094
-247
-0.9% -$19.4K 0.07% 286
2019
Q2
$2.2M Buy
26,341
+949
+4% +$75.6K 0.08% 252
2019
Q1
$2.01M Buy
25,392
+4,604
+22% +$336K 0.08% 268
2018
Q4
$1.39M Sell
20,788
-2,360
-10% -$163K 0.06% 312
2018
Q3
$1.85M Sell
23,148
-1,126
-5% -$84.1K 0.07% 313
2018
Q2
$1.64M Buy
24,274
+3,086
+15% +$224K 0.06% 333
2018
Q1
$1.63M Sell
21,188
-1,121
-5% -$82.9K 0.06% 311
2017
Q4
$1.52M Sell
22,309
-8,125
-27% -$539K 0.06% 310
2017
Q3
$1.91M Sell
30,434
-2,952
-9% -$176K 0.08% 239
2017
Q2
$1.85M Buy
33,386
+6,786
+26% +$353K 0.09% 239
2017
Q1
$1.34M Sell
26,600
-1,513
-5% -$73.7K 0.06% 288
2016
Q4
$1.39M Buy
+28,113
New +$1.43M 0.08% 234

Other funds holding XYL