Buckingham Strategic Wealth’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $489K | Buy |
3,608
+15
| +0.4% | +$2.03K | 0.01% | 469 |
|
2024
Q1 | $464K | Buy |
3,593
+191
| +6% | +$24.7K | ﹤0.01% | 479 |
|
2023
Q4 | $389K | Sell |
3,402
-912
| -21% | -$104K | ﹤0.01% | 504 |
|
2023
Q3 | $393K | Sell |
4,314
-249
| -5% | -$22.7K | 0.01% | 474 |
|
2023
Q2 | $514K | Buy |
4,563
+980
| +27% | +$110K | 0.01% | 413 |
|
2023
Q1 | $396K | Hold |
3,583
| – | – | 0.01% | 433 |
|
2022
Q4 | $396K | Sell |
3,583
-431
| -11% | -$47.7K | 0.01% | 435 |
|
2022
Q3 | $351K | Sell |
4,014
-232
| -5% | -$20.3K | 0.01% | 438 |
|
2022
Q2 | $332K | Buy |
+4,246
| New | +$332K | 0.01% | 448 |
|
2022
Q1 | – | Sell |
-2,461
| Closed | -$295K | – | 630 |
|
2021
Q4 | $295K | Buy |
2,461
+371
| +18% | +$44.5K | 0.01% | 476 |
|
2021
Q3 | $259K | Buy |
+2,090
| New | +$259K | 0.01% | 497 |
|