BSW Wealth Partners’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,746
| Closed | -$319K | – | 334 |
|
|
2024
Q4 | $319K | Buy |
2,746
+56
| +2% | +$6.5K | 0.05% | 223 |
|
|
2024
Q3 | $363K | Buy |
2,690
+346
| +15% | +$46.7K | 0.05% | 195 |
|
|
2024
Q2 | $318K | Buy |
2,344
+417
| +22% | +$56.5K | 0.05% | 198 |
|
|
2024
Q1 | $249K | Buy |
+1,927
| New | +$249K | 0.04% | 245 |
|
|
2023
Q3 | – | Sell |
-3,112
| Closed | -$350K | – | 291 |
|
|
2023
Q2 | $350K | Sell |
3,112
-4,969
| -61% | -$560K | 0.07% | 160 |
|
|
2023
Q1 | $846K | Sell |
8,081
-236
| -3% | -$24.7K | 0.17% | 87 |
|
|
2022
Q4 | $920K | Buy |
8,317
+583
| +8% | +$64.5K | 0.2% | 73 |
|
|
2022
Q3 | $676K | Buy |
7,734
+1,362
| +21% | +$119K | 0.17% | 78 |
|
|
2022
Q2 | $498K | Buy |
6,372
+421
| +7% | +$32.9K | 0.12% | 121 |
|
|
2022
Q1 | $507K | Buy |
5,951
+565
| +10% | +$48.1K | 0.13% | 120 |
|
|
2021
Q4 | $646K | Buy |
5,386
+519
| +11% | +$62.2K | 0.16% | 95 |
|
|
2021
Q3 | $602K | Buy |
4,867
+1,287
| +36% | +$159K | 0.17% | 87 |
|
|
2021
Q2 | $429K | Buy |
3,580
+679
| +23% | +$81.4K | 0.12% | 112 |
|
|
2021
Q1 | $305K | Buy |
2,901
+611
| +27% | +$64.2K | 0.09% | 140 |
|
|
2020
Q4 | $233K | Buy |
+2,290
| New | +$233K | 0.07% | 152 |
|
|
2019
Q4 | – | Sell |
-614
| Closed | -$49K | – | 159 |
|
|
2019
Q3 | $49K | Buy |
614
+23
| +4% | +$1.84K | 0.02% | 123 |
|
|
2019
Q2 | $49K | Buy |
591
+23
| +4% | +$1.91K | 0.02% | 125 |
|
|
2019
Q1 | $45K | Buy |
+568
| New | +$45K | 0.02% | 99 |
|
|
2018
Q4 | – | Sell |
-4,338
| Closed | -$346K | – | 146 |
|
|
2018
Q3 | $346K | Buy |
+4,338
| New | +$346K | 0.13% | 67 |
|